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The Backdoor Bet on OpenAI

Dumb Money Live

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The Financial Dynamics of OpenAI and Microsoft

This chapter explores the strategic investment relationship between Microsoft and OpenAI, detailing how Microsoft's influence shapes OpenAI's growth despite lacking ownership. It examines the competitive landscape with other players like Anthropic and highlights the financial challenges and opportunities facing both companies. The discussion addresses the market implications of these dynamics and how they affect investor relations and future valuation expectations.

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