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And Coursera opened at a $6b market cap. So how do we value ChatGPT then? Should it be as valuable as Coursera, Udacity etc put together? Should it be that PLU
by choppaface 3y ago
And Coursera opened at a $6b market cap.
So how do we value ChatGPT then? Should it be as valuable as Coursera, Udacity etc put together? Should it be that PLUS Harvard Deloitte and ServiceNow? Or since they have no major moat should it be Zero? It’s hype of this scale that can rationalize unprecedented figures.
https://www.cnbc.com/amp/2021/03/31/coursera-ipo-cour-begins-trading-on-the-nyse.html https://www.cnbc.com/amp/2021/03/31/coursera-ipo-cour-begins...
- svnt 3y agoI should make explicit that I think it is impossible to achieve in practice because higher education will collapse completely before they achieve any fraction of market saturation with the numbers I wrote. Coursera is a discount retailer of tertiary education so I don’t see any relevant connection. ChatGPT/OpenAI specifically is probably already overvalued unless they have some first-mover advantage that I can’t see. Someone else has said it many times over but I agree that LLMs will disappear into the technology stack — a rising tide that lifts many market caps.