🟢
[E2011] Shares detailed Information article: OpenAI at $850B valued at 28x 2026 revenue vs Nvidia's 12x. Jim Chanos argues why pay more than Nvidia which has monopoly, high margins, cash flow. OpenAI projected to burn cash until 2030. Some investors eager to short. Anthropic's more cautious capex approach may be more profitable long-term.
supporting · 2026-04-07