Morning Brew Daily OpenAI is the World's Most Valuable Private Company & Tesla Sales Are… Up?
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Oct 3, 2025 Discover how OpenAI achieved a staggering $500 billion valuation amid debates about its financial sustainability. Tesla shares insight into record sales buoyed by an EV tax credit, but challenges loom ahead. The hosts delve into FICO's strategic move to offer scores directly to lenders and the potential impact on credit markets. Plus, they discuss Taylor Swift's latest album release and a significant cyberattack disrupting supply for Asahi breweries in Japan. It's a whirlwind of innovation, finance, and pop culture!
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Valuation Reflects Future Growth Expectations
- OpenAI's $500B private valuation reflects investor belief in massive future growth despite current losses.
- The company shows strong revenue acceleration but still projects large 2025 cash burn.
Private Market Prices In Big Future Profits
- Investors value OpenAI as if future profits will grow enormously, equating it with large public firms today.
- Market pricing implies belief OpenAI's revenue and profits will climb far beyond current levels.
Multiple Paths To Monetize ChatGPT
- OpenAI is testing multiple monetization paths: instant purchases, hardware, and advertising.
- Only 4% of ChatGPT users subscribe, so ad or commerce plays could unlock massive revenue.