Jaeden Schaefer

We know that they may do an IPO very soon.

And so I think they're really putting making a really big push right now.

They're also if I mean, if you just look at opening, I kind of deepening a lot of their global footprint, a lot of the experiments are doing with monetization strategies like advertising.

And then of course, this $100 billion raise, I think this just shows the scale of the investor conviction behind kind of some of these long term ambitions.

I think infrastructure costs are

absolutely exploding right now.

And the competition is tightening.

Like we see Anthropic gaining ground in certain areas.

Google Gemini most certainly is gaining a lot of ground.

And I think with all of that, and even with all of that, OpenAI is still positioning themselves not just kind of as like a model developer, but as a global AI platform.

And they're trying to show that they have the capital to match.

They're like, look, we have a ton of revenue.

And so I think they're making the correct investments into growing their growing their company very quickly ahead of, you know, some of these massive rounds of funding and a potential IPO that we might see in the near future.

So absolutely fascinating time for OpenAI right now.

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