My OpenAI Clock Theory

Author

Don Kaufman
November 03, 2025

Editor’s Note: I’m going live tomorrow at 1 PM EST (Tuesday, November 4th) to build his "survival setup" - the same system that just delivered that easy 50% gain he mentioned. 

You'll see how to turn policy s

hocks and Fed moves into income, get paid from both sides of the market, and use his Expected Move framework to profit from chaos. This training is free, but space is limited. 

Don Kaufman here. 

You know what nobody's talking about with this morning's $38 billion Amazon-OpenAI deal? It's not about the deal itself - it's about the desperation behind it.

Sam Altman is writing checks his company can't afford, and he's running out of time to find the money. 

That money has to come from one of two places: revenue (which they don't have) or going public (which means your wallet).

The Clock Problem Nobody Sees

Here's what Wall Street doesn't want you to figure out: OpenAI MUST go public, and they're up against the clock. You don't do IPOs in November or December - it's not gonna happen. They just became a real company, so they're not aligned yet for a public offering.

Best case scenario? End of February, March, April at the earliest that OpenAI could actually come out swinging.

But here's the crazy part - if the market sells off between now and March, it's over. 

They're not gonna be able to get the syndicate together. No bank wants to be left holding the bag on what could be the first trillion-dollar IPO.