> OpenAI was last valued at $157 billion in October, when it raised $6.6 billion. A near-doubling of its value in just a few months would be extraordinary even

> OpenAI was last valued at $157 billion in October, when it raised $6.6 billion. A near-doubling of its value in just a few months would be extraordinary even by the standards of Silicon Valley’s current AI boom. Seems way overvalued for not having a moat. https://semianalysis.com/2023/05/04/google-we-have-no-moat-and-neither/ https://semianalysis.com/2023/05/04/google-we-have-no-moat-a... Edit: formatting