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If OpenAI hits $100B in revenue, $15B in profit with a 50% CAGR they will likely be worth even more than Tesla was at those numbers.

Tesla has really dropped off on its 50% CAGR number so now it is worth half that.



It took around 20 years for Amazon to get to $15B profit, and over 10 years for Meta/FB. Both had very clear paths to profit: sales and ads. OpenAI did not yet demonstrate how they will be able to consistently monetize their models. And if you consider how quickly similar quality free models are released today, it's definitely raising questions.


Yah, I need a "big if" interjection in my comment or something. I highly doubt they'll get there. But like Tesla & Meta, if they did get there they'd be a trillion dollar company.




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