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Every Friday and Sunday, Slate’s popular daily news podcast What Next brings you TBD, a clear-eyed look into the future. From fake news to fake meat, algorithms to augmented reality, Lizzie O’Leary is your guide to the tech industry and the world it’s creating for us to live in.
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Can AI stocks beat Big Tech? In this episode, I discuss OpenAI and its decision to expand a secondary share sale that lets insiders sell about $10.3 billion of stock at roughly a $500 billion valuation. Although skeptical at first, the calculations reveal there is a path for OpenAI to deliver outsized returns.
I cover:
(0:00) The $500B question
(01:11) Why the Nasdaq Index is the benchmark
(03:35) Inside the OpenAI-Microsoft deal
(05:50) The bull case: OpenAI’s trillion-dollar path
(09:33) The AI market explosion
(12:39) The bear case: Competition and constraints
(17:13) Exploring the models of tomorrow
(20:58) The disruption premium
(23:21) Where will OpenAI’s revenue come from?
(29:14) The final verdict
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