The tweet was deleted by the author.
But we saved everything 🙂.
Harry Stebbings described OpenAI as an underappreciated asset to invest in, stating he would allocate 20% of a fund to OpenAI at the $1.25 trillion round. He added that OpenAI is mispriced, while also noting that Anthropic has shown strong performance and SpaceX has done well.
View post on X Loading...
Stebbings has previously commented on industry developments, including recalling when Miles Grimshaw joined Benchmark in September 2023 after completing a single deal with LangChain. In another clarification, he noted that Valar, not Day One, was seeking a declaratory judgment in a disputed legal report. His recent assessment of OpenAI follows a series of market observations.