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
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