OpenAI is the biggest AI pure play and is at $3.4B annual run rate. This feels like a bubble unless products worth buying show up.

There is no doubt that there will be a lot of money made from AI. The question is whether it will be enough to support a $3 trillion valuation for Nvidia?

This is why replacing knowledge workers is the play. Anything else isn’t big enough.t.co/gJnQbl3pow

— Dare Obasanjo🐀 (@Carnage4Life) July 4, 2024