Feb. 3 at 11:34 PM
$SNOW $ORCL $NVDA $MSFT $AMD OpenAI has committed so much money to so many companies. Problem is Open has legit competition they didnt have before, they have massive cash burn that dwarfs revenue and they don't have the greenlight to go public yet, which they are depending on to generate business and raise cash to fund those deals. Until they start writing checks and generating revenue beyond funding rounds, am I wrong to see them as a massive liability?
