3 ms·

> OpenAI is worth many multiples of that valued at --which I'd say is a reasonable distinction to make right about now

• Oras 5mo ago
  Their revenue is 20B, so they still worth multiples of 10B regardless of valuation even if you consider the basic 5x revenue valuation https://www.reuters.com/business/openai-cfo-says-annualized-revenue-crosses-20-billion-2025-2026-01-19/ https://www.reuters.com/business/openai-cfo-says-annualized-...
  • Dylan16807 5mo ago
    "The basic 5x revenue valuation" doesn't work for businesses that aren't profitable.
    • nimchimpsky 5mo ago
      [dead]
    • 3eb7988a1663 5mo ago
      It is also unclear to me how much real debt they carry. They have famously been signing many deals: RAM, datacenters, maybe nuclear power plants -I no longer know what is a joke or not. They must be carrying hundreds of billions in paper debt obligations, which is tough to payback at $20B revenue.
      • sethops1 5mo ago
        I'm giddy about reading their S1 in the near future. We're about to have another "We What the Fuck" moment.
  • cheema33 5mo ago
    > Their revenue is 20B, so they still worth multiples of 10B regardless of valuation... I can easily generate double that revenue, by selling $20 bills for $10.