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The Case for a 90% Correction: Why OpenAI’s Valuation is Math-Fiction - InfiniteUp
In startup valuation, momentum is everything. When the line goes up and to the right, investors will overlook almost anything—burn rate, negative unit economics, and organizational chaos. They call it “blitzscaling.” But when that line flattens, the math changes instantly. I am predicting that OpenAI will see a valuation correction of between 50% and 90%…
infiniteup.dev
The Case for Banning Sora 2 and “Nana Banano” (For Now) - InfiniteUp
I build with AI for a living. I am not a Luddite, and I am not surprised by where the technology is going. Text-to-video and ultra-realistic image generation are exactly the kinds of tools any honest roadmap would have predicted. What I am surprised by is how casually they are being rolled out. If Sora 2 and…
