OpenAI's $852B Valuation Not Too High: Vinod Khosla
THE SO WHAT
Treat an $852B private valuation as a macro input—capital is pricing in that frontier model spend on chips and data centers will stay unconstrained for years. If you’re not at that scale, your edge is not “better models” but faster verticalization, lower latency on decisions, and ruthless focus on unit economics while the giants optimize for total addressable compute.
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