OpenAI Wants Another $100 Billion

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 19 December 2025

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

The AI trade continues to be the biggest topic on the market and this week we got reports that OpenAI is looking to raise another $100 billion. We discuss that, Gemini’s comeback, and give top executives candy or coal in their stockings. Travis Hoium, Lou Whiteman, and Asit Sharma discuss: - OpenAI’s reported $100 billion capital raise - Gemini’s performance and cost advantage - Which executives get candy and who gets coal? - Stocks on our radar Companies discussed: Alphabet (GOOG, GOOGL), NVIDIA (NVDA), Oracle (ORCL), Coreweave (CRWV), Chipotle (CMG), Starbucks (SBUX), Apple (AAPL), Berkshire Hathaway (BRK-A, BRK-B). Host: Travis Hoium Guests: Lou Whiteman, Asit Sharma 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	It's a day ending in Y, and that means Open AI is raising money again.
0:10.0	Motley Fool Money starts now. Everybody needs money.
0:27.8	That's why they call it money.
0:30.0	The best things in life are free,
0:33.2	but you can give them to the birds and bees.
0:36.6	From Fool Global Headquarters, this is Motley Fool Money.
0:40.4	Welcome to Motley Full Money.
0:41.7	Open AI is reportedly in talks to raise another $100 billion, give or take, at a,
0:47.7	give or take, valuation of about $800 billion.
0:50.7	This comes after Greg Brockman, one of their co-founders, said that the company
0:54.7	had to make tradeoffs about whether it had enough compute to build the next model or whether
0:59.4	it was going to serve chat GPT. The question is, how long can they keep raising money without
1:04.8	having a profitable business model, Lou, that seems like a fundamental tension. And these numbers
1:09.7	are getting absolutely enormous. Yeah, no, you're asking the right question. And these numbers are getting absolutely enormous.
1:12.1	Yeah, no, you're asking the right question. I don't know if any of us know the answer.
1:15.7	And that's sort of a scary thing, right? Just for fun, I asked AI how much money is there in the world?
1:21.0	And I was waiting for like, it depends on what open AI need. But it feels like, yeah, AI is going to just swallow everything
1:28.7	right now. Look, here's the problem. Open AI doesn't have the cash generating machine that
1:35.7	meta has, that Microsoft has, that Alphabet has. That is turning into a significant disadvantage here.
1:42.5	All these companies are doing amazing thing. Remember at the
1:45.3	beginning of Open AI when we just marveled at this tool and we're like, wow, this is magic.
1:51.2	But now Gemini's giving me that magic. Everybody's giving me that magic. So all these guys can do.
	...

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