The bear case for OpenAI at $300B
NewcomerApril 04, 202500:57:03

The bear case for OpenAI at $300B

OpenAI has done it again. The AI giant closed $40 billion in fresh funding (kind of) led by Softbank, We debate the bull and bear case for OpenAI's $300 billion valuation. Eric sticks to his guns from his previous bear case, but Madeline is more optimistic about OpenAI's consumer revenue.
We also go over the latest in the Deel/Rippling corporate espionage saga and dig into Eric's reporting on the Deel spy's confession. Plus, Elon Musk is reportedly stepping back from his hands on role in Washington in the coming weeks.
In the second half of this week's episode, Eric interviews Clay CEO and cofounder Kareem Amin, who topped the Enterprise Tech 30 list on mid-stage startups.

Time stamps
00:00 — Announcing Cerebral Valley London
03:26 — Is OpenAI worth $300 billion?
11:00 — The Deel Spy Confession
16:09 — Elon Pulls Back in DC
22:40 — Clay's Kareem Amin Talks Marketing Agents