Interesting story for sure (to be clear I'm not talking about the writing by Reuters), but would you buy or skip the OpenAi IPO?
To me it feels like one of those throw some play money into it and see what happens sort of situations. Expect it will return negative due to the raw financials and outlook, but small chance the brand carries enough weight with the public that it spikes.
I'd love to hear other thoughts though
If the IPO was at 20B maybe I could throw a 1000$.
But at such numbers it's nonsense.
I don't see any moat. LLMs are commodities.
Enterprise is on Gemini/NotebookLM and Copilot as it's a natural extension of the Google and Office suite they use.
Devs are in Anthropic camp, but they will jump as soon as they can save 90% of the money for 99% of the output.