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<p>Can AI stocks beat Big Tech? In this episode, I discuss OpenAI and its decision to expand a secondary share sale that lets insiders sell about $10.3 billion of stock at roughly a $500 billion valuation. Although skeptical at first, the calculations reveal there is a path for OpenAI to deliver outsized returns.</p><p>I cover:</p><p>(0:00) The $500B question </p><p>(01:11) Why the Nasdaq Index is the benchmark </p><p>(03:35) Inside the OpenAI-Microsoft deal </p><p>(05:50) The bull case: OpenAI’s trillion-dollar path </p><p>(09:33) The AI market explosion </p><p>(12:39) The bear case: Competition and constraints </p><p>(17:13) Exploring the models of tomorrow </p><p>(20:58) The disruption premium </p><p>(23:21) Where will OpenAI’s revenue come from? </p><p>(29:14) The final verdict</p><br/> <p>Hosted by Simplecast, an AdsWizz company. See <a href="https://pcm.adswizz.com">pcm.adswizz.com</a> for information about our collection and use of personal data for advertising.</p>