I guess no GPT on Bedrock still it seems
OpenAI raises $110B on $730B pre-money valuation
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Re: OpenAI raises $110B on $730B pre-money valuation
#72> Amazon will start with an initial $15 billion investment, followed by another $35 billion in the coming months when certain conditions are met.
Those conditions are an IPO or reaching AGI [1].
Nvidia and SofBank will pay in installments.
Also very interesting that Microsoft decided to not invest in this round. A PR statement was made though [2].
[1] https://americanbazaaronline.com/2026/02/26/amazon-to-invest...
[2] https://openai.com/index/continuing-microsoft-partnership/
Re: OpenAI raises $110B on $730B pre-money valuation
#73> The Information had previously reported that $35 billion of Amazon’s investment could be contingent on the company either achieving AGI or making its IPO by the end of the year. OpenAI’s announcement confirms the funding split, but says only that the additional $35 billion will arrive “in the coming months when certain conditions are met.” Incredible.
So basically, Amazon is buying into the IPO at an early price. Maybe this is the time to divest from MSCI world. I don’t want to be the bag holder in the world’s largest pump and dump.
It can both be true at the same time: That AI is going to disrupt our world and that Open AI does not have a business model that supports its valuation.
Re: OpenAI raises $110B on $730B pre-money valuation
#74Earlier quoted context omitted.
When training data runs out, they usefulness will diminish quickly. They will still be useful for searching documents etc, but I guess they are not good at that even now.
When training data runs out, their usefulness will stop growing quickly . Why should their usefulness diminish?
Because they would not be up-to date with programming languages, tools, best practices etc.
May be there is some way to keep the model up-to date in less dramatic ways. But I think something gotto give..
I mean, even now the vibe coded stuff is reprehensible.
Re: OpenAI raises $110B on $730B pre-money valuation
#75Taking the circular deals up another magnitude?
Re: OpenAI raises $110B on $730B pre-money valuation
#76Earlier quoted context omitted.
Not to nitpick but to expand, many funding deals (pretty much all above 100M) are structured like that. You'll never get a billion dollar check from anyone. I've even seen startups raise like 500k pre-seed with tranches in it, lmao!
nit: I think you mean tranches
Whoops, typo. Thanks!
Re: OpenAI raises $110B on $730B pre-money valuation
#77> The Information had previously reported that $35 billion of Amazon’s investment could be contingent on the company either achieving AGI or making its IPO by the end of the year. OpenAI’s announcement confirms the funding split, but says only that the additional $35 billion will arrive “in the coming months when certain conditions are met.” Incredible.
I'd love to know how they define AGI.
Re: OpenAI raises $110B on $730B pre-money valuation
#78730 Billion certainly is a bubble that will pop sooner or later.
Re: OpenAI raises $110B on $730B pre-money valuation
#79> The Information had previously reported that $35 billion of Amazon’s investment could be contingent on the company either achieving AGI or making its IPO by the end of the year. OpenAI’s announcement confirms the funding split, but says only that the additional $35 billion will arrive “in the coming months when certain conditions are met.” Incredible.
I'm curious how they define AGI technically. Seems like you would want that to be a tight definition.
Re: OpenAI raises $110B on $730B pre-money valuation
#80> Amazon will start with an initial $15 billion investment, followed by another $35 billion in the coming months when certain conditions are met. Those conditions are an IPO or reaching AGI [1]. Nvidia and SofBank will pay in installments. Also very interesting that Microsoft decided to not invest in this round. A PR statement was made though [2]. [1] https://americanbazaaronline.com/2026/02/26/amazon-to-invest... [2…
So they’re getting in on the IPO.
Are they going to get stock for it or is it a PIPE?
Personally, I don’t think I want to get in on this at retail prices.
It can both be true at the same time that AI going to disrupt our world and that being an AI lab is a terrible business.