O'Driscoll: OpenAI will reach a $1 trillion valuation in two years
Rory O'Driscoll · OpenAI Restructuring: Who Wins and Who Loses & Mercor Raises $350M at a $10BN Valuation · 20VC with Harry Stebbings · Oct 30, 2025 · at 13:15
Rory O'Driscoll, General Partner at Scale Venture Partners, evaluates the timeframe for OpenAI to reach a $1 trillion valuation.
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“On the current trajectory, maybe all I can answer is on the current trajectory and without the euphoria Jason mentioned, it's probably two years because, you know, you do get some attenuation of growth at scale and, you know, at the current thing that, I mean, at five hundred billion and, you know, twelve billion, let's call them boring gap revenues rather than ARR. It's kind of, you know, 40 times gap and if it's 20,000,000,025 times ARR run rate. So my guess is it would take two years in the normal course, but you know, you might see that euphoria moment, but it's not crazy. It's not like it's never going to happen. It's within the trajectory. It's within the strike zone. If anything like the current growth rate continues.”
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