Gavin Baker: OpenAI's Asian supply chain MOUs are absent from the S-1
GavinSBaker · x · 2026-10-14
Hedge fund manager Gavin Baker noted in a spat with Ed Zitron that OpenAI's unfunded MOUs with Asian supply chain and semiconductor companies are "none of which are in the S-1," implying they lack binding financial commitments.
Related event: Zitron and Baker Clash Over the Trillion-Dollar AI Compute Commitments(7 posts)→
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