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It looks like Sam is mostly on track to make his bet: https://blog.samaltman.com/bubble-talk https://blog.samaltman.com/bubble-talk For (3), Gitlab is at appr
by choppaface 8y ago
It looks like Sam is mostly on track to make his bet:
https://blog.samaltman.com/bubble-talk https://blog.samaltman.com/bubble-talk
For (3), Gitlab is at approx $1.1B.
- dmode 8y agoI read yesterday that Uber will be valued at $120bn during its IPO. That will mean (1) will be met pretty easily.
- olvo 8y agoSeems like a strange exercise, since it doesn't actually touch on the bubble part. A bubble is when valuations are higher than the actual value, which usually means the performance after an exit. Presumably we would have to wait some time after that happens to see whether that is true. If they perform well we weren't in a bubble and if they don't valuations are likely to fall as people lose confidence.
- capocannoniere 8y agoYes. (1) is pretty close to being true. Will be true with Uber's $120B valuation (2) is already true according to the list. Stripe and Instacart alone are already worth > $27B in aggregate (3) might actually be already true, or at least close to it. Gitlab is worth $1.1B, and there are a few other YC W15 companies that are already worth hundreds of millions and are on track to become unicorns: EquipmentShare, AtomWise, RazorPay, Qventus, GrubMarket, among others.