OpenAI Raises $11B at a $1.25T Valuation

naveen99 13 minutes ago|

This valuation is a function of early accumulation of compute. They could rent it to Anthropic, or poach more Anthropic engineers.

xfour 19 minutes ago||

How many companies have a public market valuation over 1T, that seems like a lot

rbinv 2 minutes ago||

About 14:

Apple ($4.98T), NVIDIA ($4.51T), Microsoft ($3.94T), Alphabet ($3.49T), Amazon ($2.80T), TSMC ($1.95T), SpaceX ($1.82T), Saudi Aramco ($1.69T), Meta ($1.56T), Tesla ($1.42T), Broadcom ($1.40T), Berkshire Hathaway ($1.22T), Eli Lilly ($1.21T), (Walmart ($0.996T))

jordanb 14 minutes ago||

It's cheap if you buy the story that they're building a digital god to rule us all.

enraged_camel 14 minutes ago|

The story here is that Sam wanted to raise a lot more, but could not. Investors almost certainly want to see how the Anthropic IPO plays out before deciding whether to keep showering these companies with money.

bushbaba 7 minutes ago||

Valuation wouldn’t hold if public. He couldn’t raise the 30B he wanted. I’m not sure how much runway OpenAI has, but sounds like a similar to Anthropic story with valuation likely if in the public markets declining.

naveen99 11 minutes ago||

Sam raised a $100B in previous round. I think a direct listing ipo would see their valuation go up to $4T, and then they could do some at the market sales as needed.