Record #7306

OpenAI will dramatically scale back its capex and end up worth only $100-200 billion

Scott Galloway: On Pivot · Prediction made 2026-02-13

Pending

Recorded occurrence

Each quote retains its own speaker, episode, publication date, timestamp when available, and full-source link.

Occurrence 1 of 1 · source record #73062026-02-13
Pivot · Google Nest's Surveillance Secret, Bondi's Epstein Meltdown, Meta & YouTube in Court
Original quote
In my opinion, they'll dramatically scale back their capital, their CAPX, and they'll end up with a much smaller, much less ambitious, amazing company that's only worth 100 or 200 billion.
Quote begins at 1:02:13
Full episode · podcasts.apple.com

Prediction time2026-02-13

Exact speaking time unavailable; using the official episode publication date.

Episode published2026-02-13

FirmnessLoose

TopicTechnology

Resolve byopen

Boldness55 · Notable

How the call settles

OpenAI publicly cuts its capital-spending commitments and its valuation settles in the ~$100-200 billion range

Our reasoning

Pending. It will be judged only by this stored rule: OpenAI publicly cuts its capital-spending commitments and its valuation settles in the ~$100-200 billion range Deadline or event: open.