Brian Sullivan (Anchor) 00:00.160
McKenzie Sigalos joining us now from San Francisco Mac. These are big numbers.
Mackenzie Sigalos (Business News Reporter) 00:05.640
They really are. And when you compare it to other companies out here in Silicon Valley, it really just puts it into perspective. So, let's start with Google, right? Before it filed to go public in 2004, it disclosed stock-based comp and adjusted for inflation, it was roughly 1/7
Mackenzie Sigalos (Business News Reporter) 00:19.840
of what Open AI is paying now. And if you zoom it out to a broader peer set, the gap gets even wider. Open AI's per employees.com is about 34 times the average at 18 other large tech companies in the year before they went public according to a Wall Street Journal analysis and
Mackenzie Sigalos (Business News Reporter) 00:37.120
those same investors X Brian they show that OpenAI expects stock-based comp to rise by roughly $3 billion a year through 2030.
Brian Sullivan (Anchor) 00:45.560
All right, so because as I referenced on the intro you know math averages can average is the most like misused word out there because if you got one guy or one woman making $100 million it can skew the average. Do we know and Maybe we don't. Is everybody just making a bundle or
Brian Sullivan (Anchor) 01:03.080
there are a couple of just superstars just printing gigantic sums of money?
Mackenzie Sigalos (Business News Reporter) 01:08.120
You can certainly assume that there are a handful of MVPs that are garnering nine-figure salaries that are helping to skew that number higher. But what I will say is that Open AI has been in the midst of this code-red period where it's been all hands-on-deck looking to shore up
Mackenzie Sigalos (Business News Reporter) 01:22.240
their models because Google Gemini has made such strides. That's long hours during the holiday. It is a finite period that this uh code-red It's supposed to end in January. And so people across the board, not just the people who are building the LLMs, but some of your mid-tier
Mackenzie Sigalos (Business News Reporter) 01:36.480
talent want to be compensated and it's such a competitive market that OpenAI realizes it needs to pay up. And another uh data point for you here, OpenAI's equity spend is projected to hit 46% of revenue this year. For context, Palantir was at 33% before its IPO.
Brian Sullivan (Anchor) 01:54.560
Little history. I was actually on the train. There is a train, believe it or not, from Mountain View, California to San Francisco today. Google, I would say IPO, but it was a Dutch auction. Anyway, a lot of people on the train were employees that got really rich. There were
Brian Sullivan (Anchor) 02:07.120
people literally weeping and throwing champagne. I've got to imagine that these employees, when and if they go public at Open AI, they're not only going to be hugely rich themselves, but the entire region and the city of San Francisco where you currently sit, that is a real shot
Brian Sullivan (Anchor) 02:23.320
behind you, McKenzie, that they're going to have a huge tax windfall. The mayor's got to be happy about that.
Mackenzie Sigalos (Business News Reporter) 02:30.000
Yeah, not not a green screen. Baybridge behind me. Yeah, I mean when you look at these numbers, and we were talking about who stands stands to gain the most if opening eye goes public in 2026, we know that at least internally they are working through the mechanics of how to do
Mackenzie Sigalos (Business News Reporter) 02:41.320
that. Uh we're talking about that in the context of SoftBank yesterday, their 10% stake. Microsoft has a 27% stake. They've already 10x their investment to $135 billion, but certainly a lot of a very uh newly minted billionaires uh out here in San Francisco, and yes, they will
Mackenzie Sigalos (Business News Reporter) 02:58.360
have to pay taxes. Hmm.