OpenAI is the 2025 Yahoo Finance Company of the Year
View original at finance.yahoo.comOpenAI is the 2025 Yahoo Finance Company of the Year Everywhere investors looked in 2025, there was OpenAI (OPAI.PVT). The company struck megadeals with Microsoft (MSFT), Oracle (ORCL), Advanced Micro Devices (AMD), and Nvidia (NVDA)…
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There is likely a valuation bubble for AI stocks. Current capex spending has been driven by hyperscalers and AI startups rather than enterprise demand, and concerns about data privacy and hallucinations persist. However, the long-term investment thesis for generative AI remains intact.
80% confidenceOpenAI would help lay the 'foundation' for the AI world.
80% confidenceOracle's stock price is now below where it was when it announced the OpenAI deal, indicating nobody believes they'll ever get paid by OpenAI, and Oracle hurt its credibility by suggesting it would.
80% confidenceIf you want to sell your shares, I'll find you a buyer.
80% confidenceGetting into who has the best model is something that keeps changing. The difference maker now can be APIs and how companies can fully utilize chatbots' capabilities.
80% confidenceCoreWeave has borrowed a tremendous amount of money to build specifically for OpenAI, and the OpenAI deal represents most of its growth.
80% confidenceHow can a company with $13 billion in revenues make $1.4 trillion of spend commitments?
80% confidenceIt's been a year where we have really hit kind of this day one of the next phase for OpenAI, and we've seen a lot of the ecosystem really start to move toward us to help us create this future.
80% confidenceThere is a lot of impact OpenAI has on the broader stock market. There's a lot in the stock market, even with this most recent pullback, riding on the AI trade.
80% confidenceThe gap between the top AI models seems to be narrowing, but the gap between the top models and everyone else is widening.
80% confidenceOpenAI will have a $207 billion funding gap by 2030 even if its revenue multiplies as projected.
80% confidenceWe had a dot-com bubble and a telecom bubble, but even then, the way we use the internet today is leaps and bounds above what even the most fervent bull could have dreamed 30 years ago. AI 10, 15, 20 years from now will be incredibly surprising relative to today.
80% confidenceThe consumer market for large language models will reach $129 billion in annual revenue by 2030, while the enterprise LLM market is projected to reach $386 billion.
80% confidenceLuria hypothesized that OpenAI will prioritize its deals with Microsoft should it face cutbacks due to the software giant's share ownership and rights over its tech. Everybody else may or may not get paid but will have to renegotiate.
80% confidenceOpenAI sees no reason to stop investing in compute given the requirements and need.
80% confidenceCode red is really just saying to the company, the main thing needs to be the main thing, focusing on making ChatGPT models iterate faster.
80% confidenceWhen Lisa Su took over AMD in 2014, they had less than half a percent market share in servers. Today they are at 41%. AMD's methodology of competing socket for socket against Nvidia and chipping away at market share is a playbook they have learned well.
80% confidenceOpenAI exited 2023 with 200 megawatts of compute and will exit 2025 at two gigawatts (10x), while ARR grew from $2 billion exiting 2023 to over $20 billion exiting 2025.
80% confidenceThe compute we used in 2025 was not found in 2025; we had to make decisions in 2023. As we invest in compute, our revenue grows almost at the same pace.
80% confidenceOpenAI has to scale back its ambitions and focus on LLM and chatbot, its competitive advantage. It started getting into trouble when it began building its own data centers, chips, and hardware.
80% confidence