Agree, deeply interested in their books and then whatever report cadence we end up on next year.

I understand that a lot of people want to cash out, but I'm surprised they're ready to share, especially given I don't think they've had issues bringing in funding in the private markets, but maybe I'm wrong.

At one point (1.5 months ago) Bloomberg posted a piece saying the private market was apparently drying up for openai due to anthropic sucking all the oxygen out of the room.

https://www.bloomberg.com/news/articles/2026-04-01/openai-de...