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Thread Guy

Thread Guy interviews traders, investors, founders, and market operators about crypto, public markets, technology, and trading.

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Thread GuyEN · 70 min

Why OpenAI Is The Next Amazon - GoodAlexander

Thread GuyGoodAlexander

SpaceX’s roughly $25 billion IPO, with about 30% allocated to retail, could drain liquidity from adjacent speculative assets even if the company trades well.GoodAlexander prefers OpenAI because 900 million ChatGPT DAUs and a reportedly $100 million six-week ad pilot create an Amazon-like monetization option, while orbital-compute execution, legacy-telecom disruption, and user trust remain key risks.