person

Karen Webster

Chief executive of PYMNTS and a columnist on payments and commerce.

Current clusters

invest4 publishers

OpenAI plans $856bn of compute against $840bn of revenue through 2030

The Financial Times reported a July company presentation that keeps OpenAI free-cash-flow negative every year to 2030, and on its own pace the money raised in March covers only the first three years of that.

Publishers:bloomberg.comcryptobriefing.comlivemint.compymnts.com

Perspective Coverage

4 publishers

Builder: Builder 9%
Operator: Operator 17%
Investor: Investor 74%

Reality

Evidence55
Adoption55
Hype gap+15
Incentives78
Confidence60

invest8 publishers

Investors open talks that value OpenAI 20% above the IPO it postponed

The Financial Times says the suggestion came from investors: $1.2 trillion, 41% above the round OpenAI closed in March and 1,200 times the annualized advertising revenue it disclosed last month. The talks are early.

Publishers:247wallst.comcnbc.comen.sedaily.comfortune.commorningstar.compymnts.comqz.comtechfundingnews.com

Perspective Coverage

5 publishers

Builder: Builder 9%
Operator: Operator 17%
Investor: Investor 74%

Reality

Evidence58
Adoption48
Hype gap+22
Incentives78
Confidence60