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13 OpenAI's Wall Street Disconnect

The Information
Martin Peers @ The Information 1 place · today 20:00 EDT

OpenAI's Wall Street Disconnect

Talk about out of touch with reality. Investors slammed the tech sector on Tuesday, spurred in part by a Wall Street Journal report that OpenAI had missed some internal revenue projections. Among the biggest to take a hit were two cloud firms that depend heavily on OpenAI for business: Oracle and CoreWeave, whose stocks fell 4% and 5.8%, respectively. It seems investors were surprised by the idea that all might not be well at OpenAI. Have they not been paying attention?After all, signs of dysfunction at the

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