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>Their biggest challenge will be competition, and that makes it highly uncertain. It’s a very _risky_ stock, but the potential upside is very high. It is not a bubble if the price is driven by expectations of earnings growth.

OpenAI isn't a stock. It's a private valuation.

I actually think they'd be well above $100b if they're a public company right now. Just look at how much $MS added in market cap since ChatGPT.



MS growth has been driven by multiple factors.

Lost me at why OpenAI not being floated makes any difference to my analysis?


>Lost me at why OpenAI not being floated makes any difference to my analysis?

Nothing really. I just wanted to point out that it's not a stock. It's a private company still.

Doesn't change your analysis.




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