OPENAI directional thesis
OpenAI is the AI winner nobody believes in, because 900 million users plus an ad business everyone is sleeping on is the same setup that minted Amazon.
“OpenAI has 3 times the number of users as, you know, Amazon. It has 900 million chat DAUs and currently the market narrative and the market consensus is that Sam Altman's an idiot because he has 900 million DAUs and he's losing money on the DAUs.”112:41claim_id
mcl_e3f526cc430ac37485open evidence ↗Human-reviewed public claim.
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