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We know Open AI ARR, competitive landscape, the reason why they raised the capital at that valuation (MSFT's goals). We also know that they DO NOT make money, w
by philoinvestor 3y ago
We know Open AI ARR, competitive landscape, the reason why they raised the capital at that valuation (MSFT's goals). We also know that they DO NOT make money, which isn't great considering that there's a bunch of other competitors ramping up to compete with Open AI.
We also know that this is an incredibly dynamic sector/business, which means there's a high chance Open AI may not even get close to achieving its objectives.
Roadmap is one thing, how you value it is another. No, far from a leading AI expert, but I don't need to be a leading AI expert to think.
Do I need to work at Open AI to make an assessment of the company's current valuation? Come on now...if you've been an investor for long enough you know that employees very rarely have a good understanding of the company they work at.
Whether private or public, I have used limited information to make an assessment of the $100bln valuation, and yes for me, it's ridiculous.
I do appreciate your feedback however and constructive criticism.