Openai's Dominance Is Unlike Anything Silicon Valley Has Ever Seen

Posted3 months agoActive3 months ago

donsupreme

7 points

3 comments

cnbc.comOtherstory

calmmixed

Debate

20/100

OpenaiSilicon ValleyAI DominanceTech Startups

Key topics

Openai

Silicon Valley

AI Dominance

Tech Startups

The article discusses OpenAI's unprecedented dominance in Silicon Valley, sparking discussion among commenters about the implications of such market power and the factors contributing to its success.

Snapshot generated from the HN discussion

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1-2h

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Key moments

01Story posted
Oct 11, 2025 at 3:55 PM EDT
3 months ago
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02First comment
Oct 11, 2025 at 4:59 PM EDT
1h after posting
Step 02
03Peak activity
2 comments in 1-2h
Hottest window of the conversation
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04Latest activity
Oct 11, 2025 at 6:07 PM EDT
3 months ago
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Discussion (3 comments)

Showing 3 comments

CodingJeebus

3 months ago

1 reply

According to Ed Zitron, OpenAI needs roughly $1 Trillion over the next four years to honor their current commitments and run the business. For perspective, the projected supply of US venture capital at the end of 2025 is $164B, and the top 10 PE funds combined represent $477B in liquidity.

I’m not sure there’s anything “theoretically” scary about what they’re doing.

https://www.wheresyoured.at/openai-onetrillion/

ben_w

3 months ago

If it were not for all the competition, I could see them getting multiple hundreds of billions in revenue each year worldwide. As a business expence, $200/seat/month is alredy worth it in a lot of cases, but it's borderline if there's the ~100e6 such cases they'd need for $1e12 in 4 years.

But there is competition driving down profit margins, and my first paragraph said "revenue" not "profit".

bix6

3 months ago

VC has an antitrust problem

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ID: 45552168Type: storyLast synced: 11/17/2025, 10:03:22 AM

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