But let's be honest. The fears are real: valuation is running ahead of revenue, rising capex, competition from every AI company including Anthropic & open source ones like DeepSeek. The biggest fear is what if margins collapse?
A USD 1 Trillion IPO means perfection is priced in. There is no room for missteps, no delays, no margin compression & no regulatory surprises.
So bubble or reasonable?
Do you believe OpenAI becomes the central intelligence layer of global economy?
If yes - USD 1 trillion is just the start to a new era of AI revolution.
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