Sam Altman

They're over 100 now.

So this just shows you how people are growing concerned about all of this capex.

When is it going to pay off?

What is this doing to the balance sheets of all these big tech companies?

And really, how should that impact the way we are valuing them?

That's a great question.

I think this kind of gets to the bigger picture concerns right now about just all of this spending, how it's being done.

We've seen so much these circular financing deals.

You've seen this off balance sheet debt, all of these things.

It just seems like they add to the risk of the market or people are saying like, we don't really know the full picture of all this stuff.

We have one of the biggest, most important companies in AI, which is OpenAI.

They're private.

We don't have as much information about them as we do public companies.

When you get all that, it's like this is just more things that people are uncertain about, numbers you can't fill in.

And that just causes people to think maybe this is more risky than we thought.

This is a good opportunity to be taking risk off the table when you see all these things sort of building on each other.

There are not many times that I want to be a public company, but one of the rare times it's appealing is when those people are writing these ridiculous OpenAI is about to go out of business and, you know, whatever.

I would love to tell them they could just short the stock and I would love to see them get burned on that.

First of all, we're doing well more revenue than that.

First of all, we're doing well more revenue than that.