PERSON DIRECTORY
Molly O'Shea
Host of Sourcery. Molly O'Shea appears in 33 indexed conversations across Sourcery. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Inside OpenAI’s $500B Valuation | Altimeter’s Largest Bet
Altimeter made OpenAI its largest-ever investment at the $150B round, betting ChatGPT’s 700M weekly actives and announced $10B revenue run rate can scale toward a $200B consumer opportunity.Its power-law concentration rests on ChatGPT’s retention smile curve and release speed, while GPT-5’s benchmark jump from just under 60% to 81% highlights upside; whether OpenAI remains the winner and value shifts beyond semis remain unresolved.