OpenAI's $70B Run Rate and the AI Deal Wars
OpenAI's revenue run rate is nearing $70 billion, re-accelerating sharply just as Anthropic prepares to go public. The episode also unpacks a Cognition-Factory executive poaching dispute, Vinod Khosla's public swipe at a portfolio founder, ElevenLabs' jump to a $22 billion valuation, Salesforce's $2 billion purchase of Listen Labs, and legal risk in Nvidia's $17 billion Groq license deal.