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Cash from royalties doesn't disappear like equity value would, in the event of a bubble pop. Bird in the hand is worth two in the bush and all that.
by sjsdaiuasgdia 10mo ago
Cash from royalties doesn't disappear like equity value would, in the event of a bubble pop.
Bird in the hand is worth two in the bush and all that.
- blibble 10mo agowhere does the royalty cash come from when the bubble pops?
- sjsdaiuasgdia 10mo agoIt stops, but you still have what you got before that point. You're "cashing out" on an ongoing basis.
- dfedbeef 10mo agoRoyalty payments from a company that can't pay them aren't useful either.
- atonse 10mo agoWhat does a bubble pop look like to people? Does anyone envision a scenario where OpenAI or Anthropic (or google) disappears? I can understand the investment bubble in new infra. But even that, I’m not so sure. Right now, demand is so far outstripping supply, which is why we’re having so many conversations about energy or chips. But yes that’s the bubble people keep talking about.