中文翻译
我确实认为 OpenAI 是行业领导者，而且在打造一款世代级产品。 让我觉得不舒服的是，他们在没有足够资金的情况下就建立了 1 万亿美元以上的合同义务。 而且市场又是根据这些义务去重估其他一切，所以他们其实像伊朗那样把自己的位置武器化了，拿去做融资。 因为如果他们那轮融资没拉起来，很多公司都会出事。
· 方法论
认为 OpenAI 是世代级产品，但过度合同义务带来了系统性风险。
涉及标的： $OpenAI
英文原文
I do think OpenAi is a leader for sure and are building a generational product. What left a bad taste in my mouth is how they created $1T+ in contractual obligations without the funding. And because markets re-rated everything based off of those, they managed to weaponize their position like Iran did for fundraising. Because if they couldn’t raise the round, so many companies would be in trouble.