Lou Whiteman

Yeah.

I think it's important to note that some of this is backwards-looking.

Some of this is just announcing the close of a round where they've announced some of these, or at least it's been reported if they haven't announced it before.

A lot of this is just what was coming.

Look at the IPO.

Look, they say $2 billion or so in revenue per month.

Figured out on the valuation, about 35X sales.

Guys, I'll be honest, I've seen worse.

Yeah.

But look, theoretically, it's growing, so that's good.

Huge caveats with this.

Some of Amazon's money is tied to achieving artificial general intelligence.

If and when that happens, we'll see.

It feels like just lawyer bait.

Doesn't it feel like we're going to end up in court in two years battling over whether or not the AI is actually general intelligent or not?

The interesting thing here, though, is trying to figure out what from here.

OpenAI wants to go public.

Shares already trade on secondary markets.

Reportedly, it is hard to find buyers for these shares right now.

Anthropic is all the rage.