4 ms·
"until I can get a few shares at a reasonable valuation" I doubt you will. Most likely IPO reference price will be like SpaceX's, 100x ARR or so. You're bette
by davedx 4mo ago
"until I can get a few shares at a reasonable valuation"
I doubt you will. Most likely IPO reference price will be like SpaceX's, 100x ARR or so.
You're better off buying Google who own a huge chunk of Anthropic at a much saner average.
- panarky 4mo agoIf it's 100x ARR then I'll watch from the sidelines. But if it's 40x in October, and inference margin is strong, and revenue is still growing 20% per month, then I'm in.
- 0xDEAFBEAD 4mo agoFor reference, here's an NYU prof's website which shows typical ARR valuation multipliers by industry (see Price/Sales ratio column): https://pages.stern.nyu.edu/~adamodar/New_Home_Page/datafile/psdata.html https://pages.stern.nyu.edu/~adamodar/New_Home_Page/datafile... 100x is staggering. These companies are priced as though we are already chewing through the solar system to create AI computronium. I'll pass--I expect I'll get a UBI when that scenario happens anyway.