OpenAI completes deal that values company at $157B
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Re: OpenAI completes deal that values company at $157B
#2Re: OpenAI completes deal that values company at $157B
#3Does OpenAI have a moat?
Re: OpenAI completes deal that values company at $157B
#4Given the high risk, investors likely want a shot of earning at least a 10x return. $157 billion x 10 = $1.57 trillion, greater than META's current market capitalization. Greater returns would require even more aggressive assumptions. For example, a 30x return would require OpenAI to become the world's most valuable company by a large margin.
All I can say to the investors, with the best of hopes, is:
Good luck! You'll need it!
Re: OpenAI completes deal that values company at $157B
#5ChatGPT is valued $157BN?
What discount rate do you use on a cash burning non-profit?
Re: OpenAI completes deal that values company at $157B
#6I've been very disappointed in recent model releases, to be honest. It seems that o1 is their venture into reasoning, llms lack so much, but it's unclear if their approach does actually works towards robust reasoning. I do cheer for them and hope they can come up with something. Ai research is advancing too slowly!
Re: OpenAI completes deal that values company at $157B
#7[flagged]
Re: OpenAI completes deal that values company at $157B
#8[deleted]
Re: OpenAI completes deal that values company at $157B
#9Does OpenAI have a moat?
As a layman outsider, it doesn't seem like it. Anthropic is doing great work (I personally prefer Claude) and now there are so many quality LLMs coming out that I don't know if OpenAI is particularly special anymore. They had a lead at first, but it feels like many others are catching up.
I could be _very_ wrong though.
Re: OpenAI completes deal that values company at $157B
#10Does OpenAI have a moat?
It's the company that's most likely to be the first to develop superintelligence.