What OpenAI's Investor Valuation Implies; Google and Meta as "Gold Standard" Comps; A Quo Vadis tool to check your own assumptions about OpenAI's future ad business.
Thanks Debra! You’re piece is very good too!
Love the tool. I learned a lot about finance just trying to figure out what I would change about the variables.
IMHO, I don't see OpenAI getting to $100B in ad revenue in 4 years. That implies 10% of all ad spend. Just don't see it.
Terrific piece, Tom. I mentioned it in my Substack today: https://aiadeconomy.substack.com/p/can-ai-media-become-a-200-billion
Thanks Debra! You’re piece is very good too!
Love the tool. I learned a lot about finance just trying to figure out what I would change about the variables.
IMHO, I don't see OpenAI getting to $100B in ad revenue in 4 years. That implies 10% of all ad spend. Just don't see it.
Terrific piece, Tom. I mentioned it in my Substack today: https://aiadeconomy.substack.com/p/can-ai-media-become-a-200-billion