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Liberation Day, Goldman Gets Bearish, Falling Knives

The Compound and Friends

CHAPTER

OpenAI's Historic Funding and Market Dynamics

This chapter explores OpenAI's groundbreaking $40 billion funding round, the largest in tech history, and its implications for the company's valuation. It also discusses the investment strategies of influential figures within the tech landscape, particularly in relation to other companies like Nvidia and the connections between Elon Musk's ventures. The conversation highlights the complexities of valuation, market perceptions, and the impact of Musk's control over his companies amid evolving political and economic conditions.

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