Yes, their capex spending is mind-blowing. Astronomical. But OpenAI has also pretty much lived up to its promises so far. I don't see them straight up lying to investors the same way that Tesla does.
Not only has OpenAI launched multiple viral products a year multiple years in a row, but their mission is to create God, so I think the TAM is pretty large.
Not only has OpenAI launched multiple viral products a year multiple years in a row, but their mission is to create God, so I think the TAM is pretty large.