Microsoft and OpenAI's close partnership shows signs of fraying

For folks who are skeptical about OpenAI's potential, I think Brad Gerstner does a really good job representing the bull case for them (his firm Altimeter was a major investor in their recent round).

- They reached their current revenue of ~$5B about 2.5 years faster than Google and about 4.5 years faster than Facebook

- Their valuation to forward revenue (based on current growth) is inline with where Google and Facebook IPO'd

He explains it all much better than I could type - https://youtu.be/ePfNAKopT20?si=kX4I-uE0xDeAaWXN&t=80

Does OpenAI's revenue per user increase with each new user? I don't think so, but it was definitely the case with Google and Facebook . That's a big difference that you can not overlook