ganz spannend ..
The Trillion-Dollar Club
What does this all mean? Well, it means that OpenAI will become a trillion-dollar company, probably before the end of 2027… a distinction only 10 companies in the world can claim, and fewer still in so short a time.
Imagine that. Going from its first capital raise in 2015 to a trillion-dollar company by 2027. Amazon Web Services, Infosys, Y Combinator, Peter Thiel, and Reid Hoffman all participated in that initial round.
The valuation of the company wasn’t made public for that investment, but let’s assume it was around $3 billion. Those investors are now up 100x on their original investment, less any dilution.
How can normal investors gain exposure to OpenAI? One way would be to acquire shares in Amazon (AMZN) or Microsoft (MSFT). Amazon has exposure through its ownership via its Amazon Web Services’ investment in 2015. Microsoft stepped up and invested $1 billion in 2019 and an additional $10 billion in 2023.
The $1 billion investment from Microsoft was likely made around a $4 billion valuation, and the $10 billion investment around a $25 billion valuation. That would imply Microsoft is up 75X and 12X, respectively, less any dilution. I seriously doubt that value is reflected in Microsoft’s share price.
Many believed that Microsoft was stupid for investing so much in OpenAI at such inflated valuations. I felt very differently. OpenAI was growing at such a rapid rate with a concrete business model and real revenues coming in that it was clear the valuation would continue to climb.
And at a trillion valuation for OpenAI, Microsoft could potentially receive more than $100 billion in a payout on an exit. That’s a huge sum even for a company worth $2.9 trillion. It’s a lot more than the $71 billion in cash Microsoft currently has on hand and enough to eliminate its debt entirely… Not that Microsoft needs any more money.
Haben bisher wohl 13 Mrd investiert. Letzte Finanz.runde war Bewertung 300 Mrd. IPO 1.000 Mrd dann?
wird sich dumm und dämlich dran verdienen.
OpenAI IPO wird zum Start mit MCap von 1 Billion gehandelt, weiß gar nicht, wie viele Anteile MSFT hält .. aber könnte zuletzt auch ein Treiber sein
wenngleich das noch 1-2 Jahre dauern wird .. (oder nie kommt ..)
- Microsoft Corporation auf dem Weg zum neuem ATH und 4.000 Mrd. Bewertung. Knapp 3% fehlen noch.
#34Q0(A3CSAU)
0,450 +9,8% - Quantum Emotion Corp sieht der Chart über 0,40 ganz gut aus
