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Stock impact report

OpenAI investors question $852bn valuation as strategy shifts [Yahoo! Finance]

SOFTBANK GRP UNSP/ADR (SFTBY) 
NASDAQ:AMEX Investor Relations: softbank.jp/en/corp/irinfo/presentations
Company Research Source: Yahoo! Finance
A recent flurry of deals, initiatives and abandoned projects is designed to reorient the company around a new strategy: defend ChatGPT's dominance among consumers, while taking on Anthropic in the higher-margin market for corporate AI tools. Some OpenAI investors told the FT the changes could leave it vulnerable to Anthropic and a resurgent Google, all while preparing for a blockbuster initial public offering as early as this year. “You have ChatGPT, a 1bn-user business growing 50-100 per cent a year, what are you doing talking about enterprise and code?” said one early backer of OpenAI. “It's a deeply unfocused company.” OpenAI's leadership is bullish, having already successfully repositioned the company multiple times. Chief executive Sam Altman is fresh from securing $122bn last month from more than 25 blue-chip investors including SoftBank, Amazon, Nvidia, Andreessen Horowitz, Sequoia Capital and Thrive Capital. “The suggestion that investors are not supportive of our str Show less Read more
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