🚨 SHOCKING: OpenAI just raised $122B (not a typo). Most people are completely missing the point: On paper, this looks insane: ~$2B/month revenue (~$24B run rate) ~$852B valuation But OpenAI isn’t being valued like a SaaS company. It’s being valued like infrastructure. The real signal is this: “Durable access to compute is the strategic advantage.” This changes everything. The game is no longer better features, better UX, even better models, etc. The game is who owns compute, who owns distribution, who becomes the default layer others build on. Look at how they position themselves vs the last giants: Alphabet → owned search Meta → owned attention OpenAI is going after intelligence, workflows, developer layer, etc> All at once. They even said it directly: They’re growing revenue 4x faster than Alphabet and Meta did. That’s not a vanity metric. That’s a signal of a new platform shift. Another key shift most people will miss is that if you closely see demand is moving from “give me a model” to “give me systems that do the work” That means: APIs → agents tools → workflows prompts → outcomes Why investors are going all in: ChatGPT = distribution APIs/Codex = developer ecosystem Enterprise usage = real revenue Compute = real moat This creates a compounding flywheel most companies can’t replicate. Also, fastest to 10M users, fastest to 100M users, now pushing toward 1B weekly users is CLEARLY the signal Sam is doing something right. Everyone is asking: “Is $852B justified?” Wrong question. The real question is: What is the default intelligence layer of the internet worth? Because that’s the bet. And you might not believe today or not... But I believe Sam Altman will win this. ___ >>> If you want to become an AI-native PM so you can build, deploy, and scale enterprise-ready AI products from scratch YOURSELF, you'll love our #1 AI PM Certification With Codex's PM and Anthropic lab's MTS. 1,000+ Reviews. 3,000+ AI PMs graduated. Go here to read more + enroll for $500 off: https://lnkd.in/dDyJw-ri
