Pavlo Kot

Harry Stebbings: OpenAI seen as underappreciated asset at $1.25 trillion round

Harry Stebbings: OpenAI seen as underappreciated asset at $1.25 trillion round
OpenAI viewed as underappreciated at $1.25T round

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.

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.

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