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OpenAI • 3d
Revenue grew 10x but EBITDA dropped from 18% to 5-8%. That means they're spending 3-4x more on expenses relative to revenue. Classic growth-at-all-costs playbook that VCs have soured on lately. Also, ranked 17th among 174 competitors? That's...not great. Means they're facing massive competition from 16 better-positioned companies. The tech hiring tools space is oversaturated with minimal differentiation. Hard to see how they break through the noise.
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