Open AI’s Worth Half a Trillion Dollars

10 snips

Oct 2, 2025

Jon Quast, a seasoned contributor known for his tech insights, joins Tyler Crowe and Matt Frankel to explore OpenAI's astonishing rise to a $500 billion valuation and its ambitious future plans. They discuss Berkshire Hathaway's strategic acquisition of Occidental's chemical division and how Fair Isaac Corporation is transforming the credit score landscape. The trio analyzes market reactions to government shutdowns and highlights promising investment opportunities, including MercadoLibre's growth potential and Etsy's innovative AI-driven strategies.

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ADVICE

Demand Proof For Big AI Buildouts

Don't assume AI firms will realize extreme buildouts in eight years without clear plans.
Seek concrete timelines and infrastructure plans before pricing long-term AI infrastructure exposure.

INSIGHT

Berkshire's Strategic Petrochemical Move

Berkshire Hathaway bought Occidental's petrochemical unit for $9.7 billion, leveraging its existing stake.
The deal gives Occidental liquidity to buy back shares while Berkshire gains a business it already understood well.

INSIGHT

Shutdowns Usually Don't Derail Markets

Markets historically shrug off government shutdowns, with average 12-month S&P returns ~12% after a shutdown.
Shutdowns often delay economic data, increasing short-term volatility but rarely changing long-term trends.

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In a little less than 10 years, OpenAI has gone from an idea to a half-trillion dollar company, and its ambitions for the next several years are much, much, bigger. Plus, Fair Isaac Corporation is opening a new front in the battle for your credit score and Berkshire Hathaway puts its massive cash pile to use.

Tyler Crowe, Matt Frankel, and Jon Quast discuss:

- OpenAI becomes a $500 billion company with staggering growth projections

- Berkshire Hathaway acquires Occidental Petroleum’s chemical division

- Fair Isaac Corporation upends the credit score market

- The market’s performance during and after government shutdowns

- Stocks on their radar

Companies discussed: FRMI, DLR, ORCL, BRK.A, BRK.b, OXY, FICO, EXPN, EFX, TRU, UPST, MELI, ETSY, CW

Host: Tyler Crowe

Guests: Matt Frankel, Jon Quast

Engineer: Dan Boyd

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