According to @charliebilello, OpenAI is paying about $1.5 million in stock-based compensation per employee to roughly 4,000 staff in 2025. Source: @charliebilello on X, Dec 31, 2025. According to @charliebilello, that level is nearly half of OpenAI’s 2025 revenue and equals 34x the average per-employee compensation of 18 large tech firms in the year before they went public. Source: @charliebilello on X, Dec 31, 2025. Based on those figures, the implied total SBC is roughly $6 billion for 2025, which would be expensed under US GAAP share-based payment rules and reduce reported operating margins. Source: @charliebilello on X, Dec 31, 2025; FASB ASC 718 Share-Based Payment. AI-linked crypto tokens rallied during the ChatGPT-driven AI boom in early 2023, with FET, AGIX, and OCEAN among notable gainers, underscoring the sensitivity of AI tokens to major AI-sector developments. Source: Reuters coverage of AI-related crypto token surge, Feb 2023.

According to @karpathy, self-driving will cut parked cars and parking lots, improve safety, reduce noise, reclaim urban space, and enable cheaper programmable delivery, framing a step-change in real-world automation rather than a gradual tweak, which can act as a sentiment catalyst for AI and robotics narratives in risk assets, including crypto. Source: @karpathy on X, Nov 13, 2025. For traders, the immediate read-through is to watch AI-narrative crypto tokens such as FET, RNDR, AGIX, and OCEAN for potential narrative rotation flows tied to autonomous logistics and edge-AI enthusiasm sparked by this commentary. Source: @karpathy on X, Nov 13, 2025.