OPENAI directional thesis
A trillion in spending commitments on sixty billion in revenue, and the plan is to hope retail picks up the bag, that math does not hold.
“It's 100% probable. Look, I'll just say it's been said before, a trillion for spend commitments. On $60 billion of revenue, and now you're going to go to the public and hope that retail is going to pick that up?”16:08claim_id
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