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OpenAI's trillion-dollar exit strategy

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๐Ÿ“–4 min read

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๐Ÿ’ฐ OpenAI Wants to Be Worth More Than Spain's GDP

  • OpenAI is prepping for a $1 trillion IPO by 2026. That's not a typo. They just escaped Microsoft's clutches and turned Satya's $13B into $135B of paper gains.

  • Sam Altman is speedrunning capitalism. From nonprofit to trillion-dollar megacorp in 10 years - the American Dream on steroids and Red Bull. (source)


๐Ÿ’ธ Microsoft Spent $35B on GPUs Last Quarter, Stock Goes Down

  • Big Tech is hemorrhaging cash on AI infrastructure. Microsoft alone dropped $35B in three months. Investors are sweating harder than those data centers.

  • Turns out you can't just YOLO billions into Nvidia chips and expect instant profits. Who could have predicted this? (source)


๐Ÿ“ˆ Nvidia Hits $5 Trillion, Reality Leaves the Chat

  • The GPU dealer hit a $5 trillion valuation. Apple and Microsoft hit $4T. The entire stock market is basically three companies in a trench coat.

  • We're witnessing the greatest wealth concentration in history, and it's all because computers learned to draw hands wrong. (source)


โšก Startup Claims It Can Run AI on Vibes Instead of Electricity

  • Extropic unveiled "Thermodynamic Computing" - allegedly runs AI with "orders of magnitude less energy." Sure, and my laptop runs on hopes and dreams.

  • If true, this solves AI's energy crisis. If false, it's another VC-funded perpetual motion machine. Place your bets. (source)


๐Ÿšซ U.S. Lawmaker: "Selling Nvidia Chips to China = Giving Iran Uranium"

  • A Republican congressman compared selling Blackwell chips to China with nuclear proliferation. The hyperbole is strong with this one.

  • AI chips are the new oil. Except instead of wars, we get export restrictions and strongly-worded tweets. (source)


โœ๏ธ Grammarly Rebrands as "Superhuman," Immediately Confuses Everyone

  • The grammar checker is now called Superhuman and wants to be your AI assistant everywhere. They also bought the email app with the same name. Brand consistency is dead.

  • Every company wants to be your "AI everything" app. Soon your toaster will rebrand as an AGI. (source)


๐ŸŽต Universal Music Stops Suing AI, Starts Dating It

  • UMG settled with AI music generator Udio. Now they're "collaborating on creative products." Stockholm syndrome, but for copyright holders.

  • The music industry realized it's easier to take a cut than fight the future. Napster veterans are laughing somewhere. (source)


๐Ÿ‡ฎ๐Ÿ‡ณ Google Gives Away AI to 500 Million Indians

  • Google bundled Gemini Pro free with Indian 5G plans. That's half a billion new users getting premium AI for nothing.

  • The real AI war isn't in Silicon Valley - it's whoever captures the next billion users in emerging markets. (source)


โšก Cursor's New AI Codes 4x Faster, Still Can't Center a Div

  • Cursor launched "Composer," an AI that writes code at warp speed. Four times faster generation, same number of bugs probably.

  • Developers can now be wrong faster than ever before. Productivity! (source)


๐ŸŽจ Figma Buys AI Startup, Designers Prepare for Unemployment

  • Figma acquired Weavy to generate images and videos with AI. Your mockups will soon mockup themselves.

  • Design tools are becoming AI-first. Soon the only human job will be prompt engineer for prompt engineers. (source)


๐Ÿ” "GEO" Is the New SEO (For Chatbots)

  • A startup raised $6.5M to optimize websites for ChatGPT recommendations. They call it "Generative Engine Optimization." The grift evolves.

  • We're literally teaching bots how to shill products to other bots. The dead internet theory is a business model now. (source)


๐Ÿ“ฆ Box CEO: "AI Won't Replace Apps, It'll Just Make Them Expensive"

  • Aaron Levie says AI agents will work alongside traditional software, not replace it. Translation: you'll pay for both.

  • The future of enterprise software is paying twice for the same functionality with extra steps. (source)


๐Ÿ•ต๏ธ AI Labs Are Paying Your Ex-Coworkers $200/Hour to Spill Trade Secrets

  • Mercor connects AI companies with industry veterans who explain how businesses actually work. Corporate espionage, but make it a gig economy.

  • Your company's moat is just one LinkedIn message away from becoming training data. (source)


๐Ÿ‘ฅ Digg Founder Returns to Save Us from Dead Internet

  • Kevin Rose is rebuilding Digg with "proof of human" verification. Because nothing says "2025" like needing blockchain to prove you're not a bot.

  • Soon you'll need a blue checkmark just to prove you have a pulse. The bots have already won. (source)


๐Ÿ”Š ElevenLabs CEO: "AI Voices Will Be Worthless Soon"

  • The CEO of the leading AI audio company says the tech will be commoditized in two years. Bold strategy to tank your own valuation.

  • Even AI CEOs know the hype bubble is temporary. The race to the bottom has a finish line. (source)


Until tomorrow (unless the bubble pops first),
Team Galaxy.ai

P.S. OpenAI going from nonprofit to trillion-dollar IPO is the greatest pivot since Facebook discovered your personal data was worth money.

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