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Dialogues, Hamburg

Dialogues, Hamburg

Written by: Ranjeeth Shetty Utkarsh Chpatawala and Karan Shah
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About this listen

Dialogues and Analysis of Current Affairs is a conversation between friends in Hamburg, exploring the world around us through thoughtful discussion, context, and a healthy dose of curiosity. We break down current events, debate ideas, and try to make sense of the headlines without pretending to have all the answers.

We’re not investment advisors and we don’t claim to offer financial, legal, or professional advice. This podcast is simply our attempt to understand the issues shaping politics, markets, society, and everyday life.

 Economics Politics & Government
Episodes
  • Review of Open AI's fund raising

    Review of Open AI's fund raising
    Apr 16 2026

    In 2025, open AI gets into frenzy of fundraising and deal making, which led us to ponder how fiscally sustainable open AI is?

    • Is it a growth story?
    • Is it a cost advantage firm?
    • Or is open AI, a capital discipline company?

    And our answer, using free cash flow model, was it's all the three. So we built our model and ran a Monte Carlo simulation. Without Special Purpose Vehicle (SPV), we found that there was unlikely chances to have a positive cash flow. But with SPV, we found there is a 6% likelihood that they will have a positive cash flow for 10,000 scenarios. Now, while building our model, we took data available from public domain and multiple new sources(The Finanical Times). One of the major sources for our information is The Information.
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    11 mins
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