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boplicitytoday at 7:52 PM4 repliesview on HN

OpenAI is worth the discounted value of their future free cash flow. It's not clear at this point how much free cash flow they will ever generate, if any.


Replies

hadlocktoday at 10:05 PM

OpenAI will have pretty good future free cash flow...until GDDR7 prices are no longer inflated by scarcity. Which could be 24-72 months.

tantalortoday at 7:58 PM

Might be negative.

fragmedetoday at 7:58 PM

OpenAI is worth whatever someone will pay for them. Overpriced and underpriced are just words. If someone's willing to pay an amount for something, that's what it's worth.

show 2 replies
adampktoday at 8:03 PM

Do you mean that there is no way to value OpenAI for a purchase so a sale is impossible?

At the least OpenAI is worth what the market is willing to pay for it.