Keen On America

Tech Insider Claims OpenAI Will Be Worth $10 Trillion: Has Silicon Valley Finally Gone Totally Bonkers?

Aug 1, 2025
Join Keith Teare, publisher of That Was The Week, as he boldly predicts OpenAI could reach a staggering $10 trillion valuation, with Anthropic close behind at $5 trillion. The discussion delves into the absurdity of these numbers in today's market, reminiscent of the 90s dot-com bubble. They also highlight the shift from traditional Google search to AI-driven alternatives, intensifying competition. Plus, explore how San Francisco's booming AI scene is reshaping the tech landscape and driving real estate prices sky high.
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INSIGHT

OpenAI's Explosive Revenue Growth

  • OpenAI's revenue is about $20 billion and is growing roughly 10x annually.
  • This rapid growth supports valuations like $10 trillion, despite seeming absurd initially.
INSIGHT

AI Search Threatens Google Ads

  • About 25% of internet users now regularly use AI instead of traditional search engines.
  • This shift threatens Google's advertising business model by reducing click-based ad revenue.
INSIGHT

Anthropic's Strong AI Position

  • Anthropic is seen as the best AI model in many respects, especially for coding and developer tools.
  • Despite a smaller brand, it's valued at a high revenue multiple due to strong product quality.
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