Kara (Cara) Swisher
speaker
624 appearances
1 recordings
1 series
first heard Jul 2026
last heard 14 Jul
Kara (Cara) Swisher’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
Yeah, well, fantastic.
Well, I think most people think OpenAI will not go public, and it's largely due to the numbers, which aren't great.
I think that's one of the things, and especially in light of what's been happening with SpaceX, which has been going – I know a lot of analysts have a $300 number on that thing, but it's a real bargain then because it's $149.
It might have gone down more today.
I don't know.
The stock market just opened yesterday.
I think people were worried already about the finances around all these frontier models, essentially.
A lot of economists – I know there was a gathering in Italy that started to talk about the possibility of a bubble here, whether companies are getting a lot of ROI from a lot of this stuff, and where it's going from here, and the enormous costs.
Then on top of that, you have the open source movement.
especially Chinese open source models that are much cheaper for companies.
And so there's alarms everywhere.
There's alarm bells everywhere.
And so most people feel as if Anthropic might go public this year because they have better results and better numbers and a better story, and that open AI is going to have to delay itself until 2027.
That's right now the current feeling.
Well, 12 months, that's different.
But I think they certainly have enough capital right now.
People are questioning all this enormous spending, right?
Because it has knock-on effects to Microsoft, to Oracle.
All these promises, all these interweaving.
NVIDIA is at its all-time low, I think, right now again.
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