The valuation is justified. OpenAI is the clear category leader in a technology shift as significant as the internet or mobile, its revenue is growing extremely fast, and heavy losses now in exchange for market dominance and profitability in the 2030s is a normal, defensible playbook for a company at this stage. is leading so far with 67%.
It's a real business at the wrong price and the wrong moment. OpenAI's technology and user base are genuinely valuable, but heavy Microsoft dependence, an ongoing talent exodus, and fast-rising competition from Google and Anthropic make a trillion-dollar valuation premature until the competitive picture and governance concerns settle down. is second. On this few votes the split is still anyone's guess.
Everyone who has answered so far is voting from China.
The poll is still live and picked up a vote today.