Open AI’s Worth Half a Trillion Dollars

10 snips

Oct 2, 2025

Jon Quast, a seasoned contributor known for his tech insights, joins Tyler Crowe and Matt Frankel to explore OpenAI's astonishing rise to a $500 billion valuation and its ambitious future plans. They discuss Berkshire Hathaway's strategic acquisition of Occidental's chemical division and how Fair Isaac Corporation is transforming the credit score landscape. The trio analyzes market reactions to government shutdowns and highlights promising investment opportunities, including MercadoLibre's growth potential and Etsy's innovative AI-driven strategies.

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INSIGHT

OpenAI's Meteoric Valuation

OpenAI reached a $500 billion private valuation within a decade, dwarfing past tech timelines like Microsoft's 40 years.
The valuation reflects aggressive future projections and investor forward-looking sentiment.

INSIGHT

Massive Power Needs For AI

OpenAI projects needing 250 gigawatts of power by 2033 to run its data centers.
That scale implies massive infrastructure demand and competition with other AI firms for power and compute.

ADVICE

Demand Proof For Big AI Buildouts

Don't assume AI firms will realize extreme buildouts in eight years without clear plans.
Seek concrete timelines and infrastructure plans before pricing long-term AI infrastructure exposure.

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In a little less than 10 years, OpenAI has gone from an idea to a half-trillion dollar company, and its ambitions for the next several years are much, much, bigger. Plus, Fair Isaac Corporation is opening a new front in the battle for your credit score and Berkshire Hathaway puts its massive cash pile to use.

Tyler Crowe, Matt Frankel, and Jon Quast discuss:

- OpenAI becomes a $500 billion company with staggering growth projections

- Berkshire Hathaway acquires Occidental Petroleum’s chemical division

- Fair Isaac Corporation upends the credit score market

- The market’s performance during and after government shutdowns

- Stocks on their radar

Companies discussed: FRMI, DLR, ORCL, BRK.A, BRK.b, OXY, FICO, EXPN, EFX, TRU, UPST, MELI, ETSY, CW

Host: Tyler Crowe

Guests: Matt Frankel, Jon Quast

Engineer: Dan Boyd

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