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Their web-application is worth $200,000. The software of the training infrastructure is worth perhaps $2M; the inference infrastructure is worth perhaps $500,00
by ohdeardear 1y ago
Their web-application is worth $200,000. The software of the training infrastructure is worth perhaps $2M; the inference infrastructure is worth perhaps $500,000. Their hardware is worth nothing in 3 years. Their B2B relations are worth perhaps $5M. The "data" they have is worth nothing in 5 years, because a sufficiently smart model will be able to learn without human feedback.
They have no moat. So, how do you get to $4B?
I think the models are wrong way too often for relatively simple queries, so unless they give a secret prompt like "be wrong a lot in the free version" to users, it's basically worthless.
- School-Cotton 1y ago> The "data" they have is worth nothing in 5 years, because a sufficiently smart model will be able to learn without human feedback. This is a huge assumption.
- array_key_first 1y agoTo be fair, OpenAI not going under is built on even larger assumptions.
- JamesBarney 1y agoWhere are you getting these numbers? And how would you appraise the value of the windsurf IP which sold for 2.4b?
- handfuloflight 1y agoHe's probably estimating the cost to produce these, after the fact.
- bobxmax 1y ago[dead]
- handfuloflight 1y agoToo bad that's not how much they spent on that all of that, though.