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The private company tail is wagging the public company dog. Rumors of OpenAI raising capital have increased confidence in the broader AI trade. 🚀

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The mind-numbing reality of AI’s potential: OpenAI’s next round is rumored at an $830B valuation, up roughly 28x in four years, and I believe it is still undervalued: https://t.co/bya0MZdRc1

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Library as of 2026-10-22