OpenAI hunting $30B at $1.4T valuation — bridge round before 2027 IPO
Revenue approaching $70B annualized (up 70% since Q3). Enterprise sales doubled since July. They're printing money but burning even harder.
Anthropic already filed confidentially in June, eyeing $2T+ valuation with $65B annualized revenue. Both sitting on insane compute obligations — Anthropic $518B, OpenAI targeting $600B through 2030.
This is the real AI infrastructure play. Not memecoins. Not overhyped agent tokens. Raw compute spending at scale.
OpenAI just dropped Dots (GPT-6 Astra powered agent) and a $500/month premium tier. They're racing Anthropic and Meta for enterprise dominance before public markets open up.
Valuation jumped from $852B (March) to $1.4T now. Demand is there. Question is whether these models justify the capex or if we're watching the most expensive vaporware race in history.
Watch the IPO filings. First real look at AI economics beyond the hype.
Revenue approaching $70B annualized (up 70% since Q3). Enterprise sales doubled since July. They're printing money but burning even harder.
Anthropic already filed confidentially in June, eyeing $2T+ valuation with $65B annualized revenue. Both sitting on insane compute obligations — Anthropic $518B, OpenAI targeting $600B through 2030.
This is the real AI infrastructure play. Not memecoins. Not overhyped agent tokens. Raw compute spending at scale.
OpenAI just dropped Dots (GPT-6 Astra powered agent) and a $500/month premium tier. They're racing Anthropic and Meta for enterprise dominance before public markets open up.
Valuation jumped from $852B (March) to $1.4T now. Demand is there. Question is whether these models justify the capex or if we're watching the most expensive vaporware race in history.
Watch the IPO filings. First real look at AI economics beyond the hype.