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Inside OpenAI’s $500B Valuation | Altimeter’s Largest Bet

Sourcery

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The Power of OpenAI: Market Dynamics and Growth

This chapter analyzes the impressive user base and revenue potential of ChatGPT compared to other AI applications, underscoring the power law dynamics that could lead to significant market opportunities. It contrasts OpenAI's focused investment strategy with competitors, exploring the shift from consumer engagement to enterprise adoption and the associated metrics reflecting the application's success.

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