Open AI’s Worth Half a Trillion Dollars

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The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 2 October 2025

⏱️ 19 minutes

🔗️ Recording | iTunes | RSS

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Summary

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 Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	AI and shutdowns and credit scores. Oh my. This is Motley Full Money.
0:20.6	Welcome to Motley Fool Money. My name is Tyler Pro Crow, and today I'm joined by longtime full contributors, John Kwasht and Matt Frankel.
0:27.2	We have a pretty busy slate today, and somehow the U.S. government shutdown isn't the biggest story we're going to be talking about.
0:35.3	We have Fair Isaac throwing the credit score market
0:38.8	into chaos. We've got Warren Buffett making big moves at Berkshire Hathaway, and we'll cover
0:43.8	a couple of angles of the shutdown from investing perspective and stocks on our radar. But first,
0:48.9	we have our first half-trillion dollar private company. That's Open AI. Open AI can now say it's the largest
0:56.3	private company with a $500 billion valuation. The company announced that some current and former
1:01.7	employees were allowed to sell some of their shares, and the price that was attached to them
1:05.7	put the total valuation at about $500 billion. And that's up from, I think it was like $300 billion a few
1:11.7	months ago when they actually did a capital raise. So, John, it seems like every time we talk
1:16.3	about Open AI, we're using some seemingly ridiculous large numbers. I think a couple of weeks
1:21.4	ago we were talking about Oracle's massive backlog growth, and it was like $300 billion.
1:26.4	And most of that was open AI.
1:28.9	Yeah, we are talking about crazy numbers, Tyler.
1:32.0	And I want to try to contextualize them a little bit here.
1:35.1	So at a $500 billion valuation, you know, Microsoft, let's use Microsoft.
1:43.0	I think we can all agree that Microsoft was a transformational company.
1:47.5	Founded in 1975, it did cross the $500 billion mark during the dot-com bubble, but let's
1:53.4	throw that out.
1:54.1	It crossed it for the last time in 2017.
1:56.7	So basically, it took 40 years for a transformational company such as Microsoft to reach
	...

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