Brian reviews the the potential OpenAI IPO, in the context of revenue trajectory, expense trajectory and planned commitments, past and future funding rounds, future expanse commitments to large datacenter projects, and the strengths and weaknesses of the business in the current and potentially future political climates in the US and around the world. SHOW: 1066 SHOW TRANSCRIPT: The Enterprise AI Show #1066 SHOW VIDEO: https://youtu.be/PkLSI2pRZs8 SHOW SPONSORS: NordLayer - Use ENTERPRISE10 for 10% off. Nasuni - Activate your data for AI and request a demo FEEDBACK? Email: show @ the enterprise ai show dot com Bluesky: @TheEntAIShow.bsky.social Twitter/X: @TheEntAIShow Instagram: @TheEntAIShow FEEDBACK? Email: show @ the enterprise ai show dot com Bluesky: @TheEntAIShow.bsky.social Twitter/X: @TheEntAIShow Instagram: @TheEntAIShow

The OpenAI IPO?

The Enterprise AI Show

[SPEAKER_01] Good morning, good evening, wherever you are. Welcome back to The Enterprise AI Show. I'm your host, Brian Grace Lee. And today, doing a solo show, a little bit of a weekend perspective, a little bit of a throwback to something we were doing earlier in the year and previous years. I want to thank both Brandon and Aaron for filling in so much, really kind of carrying the load for the last several months. I've been both involved with a kind of a very heavy project at work, just kind of got me very focused on some things.

[SPEAKER_01] He wasn't able to contribute as much to the show, so I appreciate those two guys stepping up. If you've been paying attention to some of the little details, there's been a lot that's been kind of evolving in show notes, in show format, in how we're presenting the show and putting it out both in audio and visual format. So if you're checking it out on YouTube, you'll see some changes there. Aaron's been carrying the load quite a bit there, so I appreciate him stepping up and doing a ton of things there. But just me today, kind of an old school way of doing this one, just me going solo.

[SPEAKER_01] So I thought it would be interesting. You know, one of the big things that's been talked about over the last couple of months is the potential IPO for both Anthropic as well as OpenAI. And, you know, this is, again, I want to be very clear, this is in no way financial advice. This is in no way financial suggestions. But I thought it would be sort of interesting to dig into kind of where both companies are.

The OpenAI IPO?

Read the full transcript

The candid version is on a podcast,
not the earnings call.

The OpenAI IPO?

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.