The sheer scale of OpenAI's valuation, now expected to exceed $100 billion, signals an unprecedented level of interest from major tech players, particularly Apple and NVIDIA.
Doug pointed out that Apple likely wouldn't invest such a significant amount unless it was pursuing a strategic relationship, possibly to integrate AI capabilities into their products.
Lee expressed cautious optimism, warning about the dangers of overvaluation in tech markets, urging that the excitement around OpenAI's worth should be tempered with a critical eye.
Moving forward, Doug and Lee plan to track OpenAI's developments closely and will reassess the situation after the investment round concludes to understand the bigger picture.
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