TBPN OpenAI Sets Sights on $750B Valuation, Warner Brothers Questions Paramount’s Funding, The 2025 Model Wars In Review | Diet TBPN
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Dec 19, 2025 The discussion dives into OpenAI's ambitious $750 billion valuation and its fundraising prospects. Warner Bros' skepticism towards Paramount's financing raises eyebrows, especially with the complexities of revocable trusts impacting mergers. The hosts analyze the rapid evolution in AI model releases, asserting that the field is still advancing rather than stagnating. They also highlight Trump Media's unexpected pivot into energy through a fusion merger and touch on cultural trends, fashion, and CBS's unique ability to generate buzz.
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OpenAI's Narrative Reset
- OpenAI appears to be recovering market confidence after a period of heavy negativity and trading down.
- New models and product metrics could restore investor enthusiasm and justify large private financing rounds.
Private Valuations Diverge From Public Markets
- Private investors with visibility into OpenAI's internal metrics may value it much higher than public markets.
- That disconnect can drive huge private financing rounds even while public AI-exposed stocks lag.
Time Fundraising When Strategics Pass
- If you need tens of billions, consider fundraising now when strategic investors are scarce.
- Expect sovereign wealth funds to be the likely sources for massive checks if hyperscalers pass.