The Ledger
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Roy: OpenAI Syndicate Investors Are Paying a 100x Revenue Multiple
“They're on track to make 3.7 billion dollars this year. They're forecasting to triple that next year to 12.5 billion dollars. So first thing, the valuation, and this is kind of what blows my mind, the 2.5 billion dollar syndicate of KOTU, Altimeter, Thrive, Th…”
Thrive Capital's OpenAI Investment Functions As An Expensive Marketing Play
“I don't see how it aligns with the traditional AI sorry, the traditional VC investing, unless what it's trying to do is say, hey, we have open AI in our portfolio company, and it believes that AI is going to be big enough, that that will be sort of like this f…”