76. OpenAI's Eye-Popping Raise, Brad Gerstner's Thesis & Big Bet, Can Google Challenge OpenAI's Moat

In the latest episode of theCUBE Pod, theCUBE Research analyst John Furrier and Dave Vellante talk about OpenAI’s historic venture capital raise, exploring its potential to become a trillion-dollar company. Brad Gerstner’s investment thesis on OpenAI is discussed, highlighting its rapid revenue growth compared to tech giants such as Google and Facebook.
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The episode also covers concerns about OpenAI’s burn rate, competitive positioning against companies such as Nvidia and rising discussions around AI safety and governance. Additionally, Google’s AI initiatives such as Notebook LM are examined, questioning whether the company can keep pace in the evolving AI landscape.
This Week in Enterprise:
OpenAI sets a VC fundraising record - but can it fulfill the promise?
If OpenAI could just monetize all the ink that gets spilled on the company, perhaps it could justify raising such a crazy amount of money this week.
And get this: The $6.6 billion round, at a (gulp) $157 billion valuation, the biggest VC round ever, won’t even be enough to relieve CEO Sam Altman from having to go out and raise more next year to fund all those Nvidia chips and breakneck rate of new product development. Did someone say IPO? But we’ve seen this kind of frenzy many times before, and it often doesn’t end well.
Speaking of IPOs, Nvidia rival Cerebras just filed for one. Macro issues may be a bigger determinant than one hot chipmaker, but struggling VCs are sure hoping Cerebras kicks off a much-needed IPO cycle.
Meantime, plenty of picks-and-shovels AI companies - er, platforms - are already cashing in and spinning their own grand visions. VAST Data, for instance, aims to be the data operating system for AI.
That’s not all. Nvidia and Accenture see a lot of potential in the emergence of agentic AI, and so do others you may not have heard of. And though generative AI coding assistants aren’t new at this point, they’re still red-hot, as Poolside raises $500M for its own assistants.
AI safety remains a political hot potato as Gavin Newsom shoots down one bill, but that won’t be the end of it. The only question is whether any governmental oversight can keep pace with how fast AI is moving. TL;DR: No.
Ads are coming to Google’s AI Overviews. You knew this was coming, but it’s significant and a corrective to the assumption that generative AI will kill Google Search and Google’s lucrative search ads.
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