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OAI 850B valuation, ~30B ARR now Ant ~900B valuation, ~44B* ARR now *revenue recognized differently, per Denise Dresser its probably closer …
OAI 850B valuation, ~30B ARR now Ant ~900B valuation, ~44B* ARR now *revenue recognized differently, per Denise Dresser its probably closer to 8-10B lower if using OAI methodology chart reconstructed
OAI 850B valuation, ~30B ARR now Ant ~900B valuation, ~44B* ARR now *revenue recognized differently, per Denise Dresser its probably closer to 8-10B lower if using OAI methodology chart reconstructed from wsj by me
Source: Swyx (X) | 2026-05-04