Anyone with a Bloomberg terminal able to run how much free cash the top X companies in the fortune 500 generate? The amount of capital OpenAI is describing have to be a material % of all cash generated each year over the next 5 years.
A rough but useful estimate is about $1tn. But you start to wonder if another $100bn of tokens is worth more than another $100bn of Amazon warehouses or Saudi Aramco refineries. Or if the demand for $100bn of tokens can even exist without something like another 10 nuclear reactors being constructed in the US.
