Suro Capital's (SSSS) Evan Schlossman says his firm invested into OpenAI before its valuation hit $200 billion. The company is now worth more than $1 trillion. He says the ChatGPT parent company's goals of "driving global ambitions" in A.I. make it a worthwhile investment. Evan stacks OpenAI against peers in the A.I. trade and weighs if its models stack up to competition. He later examines the broader A.I. trade through infrastructure in CoreWeave (CRWV) and nuclear power in Oklo Inc. (OKLO).

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