Fortune

Scott Galloway predicts OpenAI could pull its IPO amid AI ‘vibe shift’ as investors ‘gag’ on Trump proximity, questionable revenue

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NYU professor Scott Galloway predicts OpenAI may delay its IPO due to shifting investor sentiment around AI and concerns about Trump proximity and revenue reliability. With a potential valuation of $830 billion, Galloway argues OpenAI lacks sustainable competitive advantages, stating "durable advantage is really, really minimal." Investor hesitation reflects broader market skepticism about AI valuations.