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My OpenAI thought experiment: $500B to $1.5T?

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Manage episode 505538168 series 2447657
Content provided by EPIIPLUS 1 Ltd / Azeem Azhar and Azeem Azhar. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by EPIIPLUS 1 Ltd / Azeem Azhar and Azeem Azhar or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Can AI stocks beat Big Tech? In this episode, I discuss OpenAI and its decision to expand a secondary share sale that lets insiders sell about $10.3 billion of stock at roughly a $500 billion valuation. Although skeptical at first, the calculations reveal there is a path for OpenAI to deliver outsized returns.

I cover:

(0:00) The $500B question

(01:11) Why the Nasdaq Index is the benchmark

(03:35) Inside the OpenAI-Microsoft deal

(05:50) The bull case: OpenAI’s trillion-dollar path

(09:33) The AI market explosion

(12:39) The bear case: Competition and constraints

(17:13) Exploring the models of tomorrow

(20:58) The disruption premium

(23:21) Where will OpenAI’s revenue come from?

(29:14) The final verdict


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  continue reading

211 episodes

Artwork
iconShare
 
Manage episode 505538168 series 2447657
Content provided by EPIIPLUS 1 Ltd / Azeem Azhar and Azeem Azhar. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by EPIIPLUS 1 Ltd / Azeem Azhar and Azeem Azhar or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Can AI stocks beat Big Tech? In this episode, I discuss OpenAI and its decision to expand a secondary share sale that lets insiders sell about $10.3 billion of stock at roughly a $500 billion valuation. Although skeptical at first, the calculations reveal there is a path for OpenAI to deliver outsized returns.

I cover:

(0:00) The $500B question

(01:11) Why the Nasdaq Index is the benchmark

(03:35) Inside the OpenAI-Microsoft deal

(05:50) The bull case: OpenAI’s trillion-dollar path

(09:33) The AI market explosion

(12:39) The bear case: Competition and constraints

(17:13) Exploring the models of tomorrow

(20:58) The disruption premium

(23:21) Where will OpenAI’s revenue come from?

(29:14) The final verdict


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  continue reading

211 episodes

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