Their entire goal is to get to AGI via RSI ASAP. If they do they win. But if not they’ll be a legendary story of a flying too high too fast.

That they are IPOing tells me that the massive amount of funding they need is no longer available privately and that this is their 1 opportunity to get the funds they think they need to get there.

Biggest risk is the growth stalls as everyone moves to open weight models. They certainly like telling stories.