AI Industry & Strategy
The business of AI, explained: funding, IPOs, pricing, compute economics, and the bets each lab is making. Get smart on where the value is going and learn to reason about it in probabilities.
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What Is the OpenAI IPO Really Betting On?
OpenAI has confidentially filed for an IPO that could rank among the largest in U.S. history, but the headline valuation masks a much more complex bet. Understanding what it is actually wagering on is one of the most instructive exercises in AI literacy right now.
Why the $20/Month AI Era Is Ending
For three years, $20 a month bought you access to the most powerful AI in history. That deal is quietly unraveling, and the reasons why matter for everyone who depends on AI tools.