OpenAI is both a blessing and a caution for markets. It’s a blessing because it fuels global innovation, productivity, and capital flow into AI infrastructure — benefiting firms like NVIDIA, Microsoft, and AMD. But it’s also a curse if unchecked hype inflates valuations faster than profits materialise.
A $1 trillion IPO implies massive expectations — pricing perfection. It assumes OpenAI dominates AI software, cloud, and enterprise solutions with high margins. That’s ambitious, considering hardware costs, competition, and regulation.
If I could join the IPO, I’d take a small, speculative stake, not a core position — treat it like early Tesla or Nvidia, with long-term patience but readiness for volatility.
The current AI capital race is both opportunity and warning. Massive capex and fundraisings can spark innovation, but also risk bubble dynamics if returns lag. Smart investors should stay selective — chase innovation, not hype.
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