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BG2Pod with Brad Gerstner and Bill Gurley  cover image

Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner

BG2Pod with Brad Gerstner and Bill Gurley

NOTE

Speed Yields Value

OpenAI's rapid revenue growth trajectory, reaching approximately $5 billion in just two years post-ChatGPT launch, significantly outpaces Google and Meta, which took several more years to reach the same milestone. This swift climb suggests a valuation around 15 times forward revenue, contrasting historical valuations of Google at 10 times forward revenue during its IPO. Such comparisons reveal that faster growth can lead to higher market valuations, despite past skepticism regarding high multiples.

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