My guess: Altman figures AI will be a big deal and constrained by avaiable compute. If he locks in all the available compute and related finance before the co

My guess: Altman figures AI will be a big deal and constrained by avaiable compute. If he locks in all the available compute and related finance before the competition then he's locked in as the #1 AI company. I'm not sure 20x or 5x or 40x matters, nor revenue expectations, so much as being ahead of the competition.