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#"IPO"

3 articles

AI Productivity Case Study: What Bending Spoons' SEC Filing Reveals

AI Productivity Case Study: What Bending Spoons' SEC Filing Reveals

Bending Spoons' S-1 is the first AI productivity case study filed with the SEC. Here is what the numbers show, and what they do not.

7 min00
ChatGPT Ads: OpenAI Courts Advertisers at Cannes Lions Ahead of $1 Trillion IPO

ChatGPT Ads: OpenAI Courts Advertisers at Cannes Lions Ahead of $1 Trillion IPO

OpenAI pitched ChatGPT ads to marketers at Cannes Lions 2026, revealing a self-serve Ads Manager and plans for $100B in ad revenue by 2030.

6 min00
OpenAI Business Model 2026: Can a $3.7 Billion Quarterly Burn Sustain a $1 Trillion IPO?

OpenAI Business Model 2026: Can a $3.7 Billion Quarterly Burn Sustain a $1 Trillion IPO?

OpenAI burned $3.7B in Q1 2026 despite tripling revenue. We examine whether Pentagon contracts and institutional pivots can justify a $1 trillion IPO valuation.

6 min00