OpenAI's CFO just confirmed July ARR alone topped the entire Q2. Street chatter now has them hitting $100B ARR by Q3.
Some AI names have sold off on durability concerns around OpenAI's moat. I don't think that discount lasts long. The revenue trajectory here is real, and the ecosystem around foundation models keeps expanding.
Still holding core AI infrastructure positions. Weakness in quality names = opportunity if you believe the buildout cycle has years to run.
Some AI names have sold off on durability concerns around OpenAI's moat. I don't think that discount lasts long. The revenue trajectory here is real, and the ecosystem around foundation models keeps expanding.
Still holding core AI infrastructure positions. Weakness in quality names = opportunity if you believe the buildout cycle has years to run.