Market speculation grows as valuation discussions heat up in Silicon Valley.

OpenAI is reportedly exploring paths to public markets, with whisper numbers suggesting a valuation north of $100 billion. The rumors alone are moving markets.

Nothing is confirmed. Nothing is even officially hinted at. But the chatter has reached the point where bankers are casually mentioning “pre-IPO interest” in conversations that used to be about startups with actual revenue.

If you’re wondering whether this is the bubble peak or just getting started — join the club. The list of institutional investors who claim they can price AI companies accurately now includes exactly zero actual prices that hold.

The practical question: what does an OpenAI IPO actually sell? API revenue, sure. But also a bet on artificial general intelligence being just around the corner. Again.

Claire News. Stay informed.