OpenAI
~$157B round · no EDGAR
Open weights keep getting “good enough.” Is OpenAI still a toll road — or already a race to zero?
Microsoft distribution + API seats could compound for a decade. Capex + commoditization can vaporize the mark in one funding cycle. Which story survives isolation?
Isolation seats: Cathie Wood · Philip Fisher · Michael Burry
Pre-filled Dashboard prompt · secondary marks only · not a rating · not advice
