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Would you buy OpenAI at a $300B valuation?
.@alex and @AstasiaMyers of @Felicis, @mattturck from @FirstMarkCap, and Time BioVentures' @dawallach debate what they’d pay for a piece of OpenAI — with takes ranging from “I’d buy even at $500B” to “it’s terrifying to bet billions on a nonprofit with so many unknowns.”
Some see generational upside: OpenAI’s growth, tech, and platform potential could justify trillions. • Others worry about governance, execution risks, and the sheer magnitude of the bet. • Even bullish investors call it nerve-wracking given the company’s speed and volatility.
What’s your pain threshold?
Watch the full episode here:
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