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Insights · Venture Capital & Valuation Management

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  1. OpenAI’s internal share buyback prevents public secondary market pricing from exposing valuation compression during a capital-raising slowdown.

    Impact: Protects short-term market perception but strains cash reserves, highlighting the fragility of private AI valuations without recurring revenue coverage.

    — from AI Market Shifts: Open Source, Valuations & Infrastructure Risks · Doppelgänger Tech Talk· Aug 12, 2026