← Changed Positions

Des Traynor on OpenAI

191 days apart Reversed

Traynor reversed his willingness to bet on OpenAI's valuation, though he consistently maintained his prediction that it would surpass $90 billion.

THEN · Nov 15, 2023
0:00 / 0:03exact quote · 3.8s
NOW · May 24, 2024
0:00 / 0:07exact quote · 7.1s
“I think on the whole, I'd make the bet that they'll pass 90 in value.”

Nov 15, 2023 · Des Traynor: How to Survive and Thrive in a World of OpenAI | E1082 · 20VC with Harry Stebbings Held up full source →

“I don't think I would, and the reason, whilst I think they'll pass 90, the areas I'd be wary of is Amazon.”

May 24, 2024 · Sam Altman, Arthur Mensch and more discuss:Which Startups Are Threatened vs Enabled by OpenAI?|E1156 · 20VC with Harry Stebbings Held up full source →

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