Fortune | FORTUNE 前天 02:19
Altman回应质疑:OpenAI营收增长强劲,愿为批评者提供投资机会
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Sam Altman在播客节目中回应了关于OpenAI财务状况的质疑,他表示公司营收远超外界报道,并认为如果OpenAI是一家上市公司,批评者可以通过做空股票来验证他们的观点。Altman对OpenAI的未来增长充满信心,尤其是在ChatGPT和消费级设备业务方面。尽管Altman偶尔希望OpenAI能上市以应对负面言论,但他强调公司目前没有明确的上市时间表,尽管其近期重组为公共利益公司(PBC)为未来IPO铺平了道路。他认为公司最终会走向公开上市,但目前尚未有具体计划。

💰 **营收增长与投资意愿:** Sam Altman对OpenAI当前的营收表示乐观,并指出公司实际营收高于外界报道的130亿美元。他甚至向质疑者表示,如果他们想出售股份,他可以为其找到买家,暗示有大量投资者对OpenAI的股票感兴趣,并愿意投资于对公司提出批评的个人。

🚀 **对未来增长的信心:** Altman对OpenAI的未来增长前景充满信心,特别是对ChatGPT的持续发展以及公司正在开发的消费级设备业务寄予厚望。他认为这些业务将迎来强劲增长,进一步巩固OpenAI的市场地位。

⚖️ **上市与应对批评:** 尽管OpenAI是一家非上市公司,Altman表示,在面对“OpenAI即将破产”等负面言论时,他会希望公司能够上市,这样批评者就可以通过做空股票来验证他们的观点,并可能因此“吃亏”。这反映了他对公司稳健发展的自信以及对不实指控的回应方式。

📈 **公司结构重组与IPO前景:** OpenAI近期已重组为公共利益公司(PBC),这一举措旨在更便捷地进行融资,并为未来的首次公开募股(IPO)铺平道路。虽然有报道称公司可能在2026或2027年进行IPO,但Altman重申目前没有具体的上市时间表或董事会决定,但他承认公司最终可能会走向公开上市。

Sam Altman is getting fed up with the haters, and he wishes OpenAI were public so they could put money behind their critiques.

The CEO quickly became defensive when Bg2 podcast host and Altimeter Capital founder Brad Gerstner asked about OpenAI’s reported $13 billion in revenue—a respectable revenue about equal to that of Dick’s Sporting Goods, but which pales in comparison to the $1.4 trillion OpenAI has committed to investing in computing infrastructure.

“First of all, we’re doing well more revenue than that. Second of all, Brad, if you want to sell your shares, I’ll find you a buyer,” Altman said. “I just — enough. I think there are a lot of people who would love to buy OpenAI shares.”

He predicted revenue will grow steeply, that ChatGPT will continue to grow, and that OpenAI’s developing consumer device business will take off.

“I think we could sell, you know, your shares or anybody else’s to some of the people who are making the most noise on Twitter, whatever, about this very quickly,” Altman said.

Although not publicly traded, OpenAI’s long list of institutional backers have privately held shares in the startup. This includes Gerstner’s Altimeter Capital, which invested an undisclosed amount as part of last year’s $6.6 billion funding round that valued the company at $157 billion. OpenAI is now worth $500 billion after a secondary share sale for current and former employees last month.

Altman also said that there are “not many times” he wishes OpenAI were a public company, but he highlighted one particular benefit of having publicly traded shares.

“One of the rare times it’s appealing is when those people are writing these ridiculous ‘OpenAI is about to go out of business.’ I would love to tell them they could just short the stock, and I would love to see them get burned on that,” he added.

OpenAI did not immediately respond to Fortune’s request for comment.

The OpenAI CEO is known for not backing down from conflict. Over the weekend, OpenAI cofounder and Tesla CEO Elon Musk took shots at Altman, alleging he “stole a non-profit.” Altman responded, “I helped turn the thing you left for dead into what should be the largest non-profit ever.”

Despite Altman’s occasional wish that OpenAI were publicly traded, the AI giant has no clear timeline on when it will do so. The company, which was founded as a nonprofit, restructured as a for-profit public benefit corporation, or PBC, last week. The move will help it raise funds more easily and could pave the way for a future initial public offering.

Altman has remained ambivalent about the potential timing for OpenAI to go public. Despite a report by Reuters last week claiming the company was preparing for an IPO in 2026 or 2027 at a whopping $1 trillion valuation, Altman reiterated on the podcast there is no specific plan. 

Still, he acknowledged that the idea is to go public eventually.

“I’m a realist. I assume it will happen someday, but that was—I don’t know why people write these reports,” Altman said about the Reuters report. “We don’t have a date in mind. We don’t have a board decision to do this or anything like that. I just assume it’s where things will eventually go.”

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