Investors in AI may be overly enthusiastic, according to Sam Altman, but the situation isn't akin to historical financial bubbles. OpenAI reported $13 billion in annual recurring revenue and substantial user growth, indicating a solid business foundation. Though tech valuations appear overheated, especially for leading tech stocks, the fundamentals of AI investment differ significantly from past financial crises. Unlike tulip mania or the 2008 crisis, AI technologies like OpenAI are backed by genuine earnings and user engagement.
JPMorgan's Brenda Duverce reported that OpenAI's annual recurring revenue has reached approximately $13 billion, a 30% increase from June 2025, highlighting the company's significant growth.
In the context of stock valuations, it is likely that investors are overexcited by AI technologies. However, fundamentals suggest that OpenAI holds real value, differentiating it from classic bubbles.
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