OPENAI directional thesis
Jensen, whose chips power the entire frontier-model buildout, singles out OpenAI as the category leader headed for enormous scale. The cleanest way to express that named view on-venue is the OpenAI private-valuation perp, which prices the implied company valuation rather than a public equity.
“open AI is incredible. They're going to be enormous. Anthropic is incredible. They're going to be enormous. But AI is going to be much, much bigger than that.”47:31claim_id
mcl_3610a32c6746a98768open evidence ↗Human-reviewed public claim.
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