妙蛙种子 | CapitalismLab|Oct 23, 2026 04:36
Is AI Big2 going to become Big1? O/Fast, only A/Half of the valuation is left
According to CNBC, O/is finalizing a funding round of up to $30 billion, with a pre investment valuation (value before new money comes in) of $1.25 trillion, which is $150 billion less than the "fixed price, no negotiation" of $1.4 trillion at the beginning of the month. On the other hand, it is reported that the company will publicly submit its listing documents on October 26th and conduct an IPO in mid November, with a target valuation of $2 trillion
A/was the one chasing O/a year ago, now it's O/'s turn to look up
If a fixed price can be discounted, it means that bargaining has already begun across the table
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