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Analyst Paul Meeks said investor concerns around Oracle’s AI buildout are shifting from spending and cash flow to counterparty risk tied to OpenAI, which he said accounts for about 50% of remaining performance obligations.
A former Goldman Sachs and JPMorgan executive said Anthropic’s biggest IPO risk is revenue quality, citing a mismatch between contract-based costs and usage-based revenue.
OpenAI's light balance sheet may face scrutiny before its initial public offering
OpenAI's light balance sheet may face scrutiny before its initial public offering