

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.
AI Snips
Chapters
Transcript
Episode notes
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.
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.
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.