OpenAI Investment Thesis

Here's an interesting visual of @OpenAI investments showing a sliver of marketspace where their generative AI models can be applied. Each are interesting in their own right, but I'm most impressed by @Descript and their video demo is top notch (reminds me of Dollar Shave Club's original ad).

While they may have "capped profit" after restructuring, you can bet that there's plenty of investment opportunities (engineering and startup investment) to help offset the profit for the time being.