# OpenAI’s curious business conundrum

Page: https://stenobird.com/podcast/the-big-view-6037663/openai-s-curious-business-conundrum
Text version: https://stenobird.com/podcast/the-big-view-6037663/openai-s-curious-business-conundrum.md
Podcast: [The Big View](https://stenobird.com/podcast/the-big-view-6037663)
Published: 2026-03-24T04:53:00+00:00
Episode link: https://pdst.fm/e/traffic.megaphone.fm/THRH1716255752.mp3
Audio file: https://pdst.fm/e/traffic.megaphone.fm/THRH1716255752.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-big-view-6037663/episodes/openai-s-curious-business-conundrum
Duration seconds: 2300

## Resource

The ChatGPT creator has 900 mln users and an $840 bln valuation, yet its financial future is unsure. On this episode of The Big View, Peter Thal Larsen and tech analyst Benedict Evans discuss why scale does not guarantee profit, and how previous breakthroughs captured value. How will OpenAI compete? OpenAI announcement Breakingviews: What happens if OpenAI or Anthropic fail? Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

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## Transcript

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