🍭 OpenAI’s Bold Billion Bet 💰

Good morning. The intern just tried to expense “GPU juice” as a beverage.
Accounting didn’t even question it.

Let’s dive in 👇

🍭 What’s Cookin’:

• OpenAI is now worth $852B (yes, really)

• Nvidia is taking AI… to space

• Perplexity gets sued over data sharing

• Slack is turning into an AI agent hub

OpenAI
💲 Is Now Worth More Than JPMorgan. The Bill Comes Later.

The Bite:

OpenAI closed a $122 billion funding round at an $852 billion post-money valuation. That makes it the largest private raise in history.

Amazon committed $50 billion (with $35 billion contingent on OpenAI going public or achieving AGI), while Nvidia and SoftBank each put in $30 billion.

Additional participation came from Andreessen Horowitz, D.E. Shaw Ventures, MGX, TPG, T. Rowe Price, Microsoft, and over $3 billion from individual investors through bank channels.

OpenAI reported it's generating about $2 billion in monthly revenue, with more than 900 million weekly active users on ChatGPT and over 50 million subscribers.

The company also announced it will be included in ARK Invest ETFs ahead of an anticipated IPO.

Snacks:

• $852 billion valuation puts OpenAI above Visa, JPMorgan Chase, and Samsung in market cap terms.

• Enterprise revenue now makes up 40% of total, up from 30% last year, with parity expected by end of 2026.

• Advertising pilot in ChatGPT generated over $100 million in annualized recurring revenue in just six weeks.

• APIs process over 15 billion tokens per minute; Codex coding agent surpassed 2 million weekly users.

• OpenAI raised its revenue forecast to $284 billion by 2030, but expects server costs to reach $665 billion by then.

Why it Bites:

This isn't a funding round. It's a pre-IPO dress rehearsal disguised as one.

The $852 billion number is designed to set the floor for a public listing, not reflect current value.

The investor list reads like a strategic lock-in:

• Amazon gets cloud distribution rights,

• Nvidia secures future chip demand,

• SoftBank gets the AI anchor for its $100B Stargate bet.

Everyone at this table is buying optionality on the next computing platform.
And paying the entry fee with the assumption that revenue will 4x before the bill comes due.

The Sora shutdown in the same week tells you where the real priorities are.

OpenAI killed a Disney partnership worth $1 billion rather than to keep burning GPUs on a product nobody retained.

The message to Wall Street is clear:
We're not a toy company, we're an infrastructure play.

But the math deserves scrutiny.

$2 billion/month in revenue sounds massive until you see the projection:
$665 billion in server costs by 2030.

OpenAI is essentially asking investors to fund a company that plans to spend more on electricity and chips than most countries spend on defense.

All of that assumes revenue catches up before the credit facility runs dry.

The real question is whether anyone at this table actually knows what the margin structure of an "AI superapp" looks like at scale…

Or if everyone's just hoping to IPO before they have to find out.

Steal This Prompt
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Workflow:

1. Click this link (Prompt)

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4. Watch it cook into graphite-core cinema

   Try the prompt on Snack Prompt

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_{Everything Else}
🧠 You Need to Know

🧑‍⚖️ Perplexity Sued Over Data Sharing Claims
→ A lawsuit alleges Perplexity AI secretly shared user data with Meta and Google, raising fresh concerns over AI privacy practices.

💊 Eli Lilly Expands AI Drug Deal Globally
→ Eli Lilly struck a deal to bring AI-developed drugs to global markets, accelerating pharma’s shift toward machine-led discovery.

🛰️ Nvidia Pushes Into Space Computing
→ Nvidia unveiled new efforts to power AI and simulation workloads in space, targeting satellites and orbital data processing.

📈 CoreWeave Stock Pops After Massive Funding
→ CoreWeave shares surged after securing $8.5B in funding, signaling massive demand for AI infrastructure.

💬 Salesforce Gives Slack an AI Makeover
→ Salesforce announced 30+ new AI features for Slack, aiming to turn it into a fully agent-powered workplace hub.