My OpenAI thought experiment: $500B to $1.5T?

Azeem Azhar discusses whether to buy or sell OpenAI stock at a $500 billion valuation, comparing it to investing in the Nasdaq. He presents a bull case, highlighting OpenAI's revenue growth and potential market size, and a bear case, considering competition, technological risks, and market dynamics. He analyzes the potential for OpenAI to reach a $1.5 trillion valuation by 2030, examining the AI market's growth and OpenAI's position within it. He also addresses questions about OpenAI's revenue sources, the differentiation of AI models, and the disruption premium associated with investing in transformative technologies.