like what if them and OpenAI IPO and then over the course of the next year we find out that AI model companies naturally trade at a relatively low multiple of their P/E, lower than the rest of the tech sector. perfectly possible scenario, but then that would tank the stock price vs. the predictions

Show Post

just seems like a bit of a large gamble to piss away on a company which currently has no close equivalent listed on any stock exchange and whose proposed valuation is thereby entirely vibes based

Show Post

this isnt nearly as bad as if that were their straight up costs but like these debts will hit maturity eventually and if by that point anthropic doesnt have a very very juicy valuation its going to look grim

Show Post

like for reference Meta which owns every monetarily relevant social media site except tiktok and also had its value inflated by the AI boom currently sits at 1.7 trillion

Show Post

70 billion $ in convertible debt is so fucking funny. like i guess theyre aiming for a 2 trillion $ initial valuation and i am sure in the universe in which that sounds like a reasonable number that debt is justifiable but in reasonable people country thats a time bomb for incredible share dilution

Show Post