Part 6/13:
Murphy raises crucial questions about the sustainability of such arrangements. Will OpenAI generate enough revenue to honor these massive commitments? If not, it may need to dilute shareholders through equity issuance or count on future valuation increases. With OpenAI valued at around $500 billion—partly driven by recent funding rounds involving firms like Nvidia—there’s an assumption that its valuation will continue to rise, making future payments and valuations workable.