πŸ“Š poll results
OpenAI Eyes a Possible $1 Trillion IPO by 2027 While Burning Billions: Legitimate AI Bet or a Bubble Waiting to Pop?
πŸ† Leading: 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.

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.

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πŸ“Š poll results
OpenAI Eyes a Possible $1 Trillion IPO by 2027 While Burning Billions: Legitimate AI Bet or a Bubble Waiting to Pop?
67%
Leading answer
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.

Discussion

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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.
This looks like a bubble. Missing its own revenue targets, losing more than a dollar for every dollar earned, and projecting over 100 billion dollars in cumulative losses are the kind of numbers that should worry investors, no matter how important the underlying technology is, and a trillion-dollar price tag prices in years of flawless execution that hasn't happened yet.
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.