OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war
All-In with Chamath, Jason, Sacks & Friedberg
Valuing OpenAI: Challenges and Opportunities
This chapter explores the valuation of OpenAI, potentially reaching $150 billion as it transitions to a for-profit benefit corporation. The discussion covers competitive advantages, revenue growth trends, and the implications of maintaining a technological lead in a rapidly evolving AI landscape. Additionally, concerns about open-source frameworks and executive turnover in the industry are critically examined.
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