Why buy OpenAI when you can just buy $ORCL Isn’t Oracle a public markets proxy for OpenAI given all the counterparty risk? Now… OpenAI *will* go public. When that happens, sentiment on OpenAI will be much better than it is now. Even though we all know it will perform like $SPCX. That event will also add capital to OpenAI. And both events should help $ORCL That said, it is better for public markets if OpenAI and Anthropic stay as private for as long as possible. Just do a Stripe. Markets would be better off not having to digest that float. My thesis remains : the LLM layer are the Search Engine wars all over again…
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