Dumb Money Live The Backdoor Bet on OpenAI
Aug 7, 2025
Discover a unique investment path into OpenAI through its partnership with Microsoft. The complexities of this strategic alliance underscore its influence amidst financial challenges in the AI sector. Listen as they explore Microsoft's evolving role and OpenAI's collaboration with Amazon in reshaping cloud services. Plus, insights on Tesla's struggles with robotics, looming chip tariffs affecting NVIDIA, and humorous takes on tech's relationship with governmental announcements add depth to the conversation.
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Microsoft's Unseen OpenAI Leverage
- Microsoft holds deep leverage over OpenAI through IP, compute, and licensing agreements.
- That position makes Microsoft the easiest public way to capture OpenAI upside.
Explosive OpenAI Revenue Trajectory
- OpenAI's revenue run rate exceeded $10 billion and may approach $20 billion by year‑end according to Chris Camillo.
- That growth dwarfs competitors and supports much higher private valuations.
Trying And Failing To Buy OpenAI Shares
- Chris Camillo recounts trying to invest $250 million into OpenAI and repeatedly failing to secure a larger allocation.
- The story shows how inaccessible hot private rounds are, even for well‑connected investors.