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high cagr
@HiCagr
semis. never financial advice.
参加 January 2024
2K フォロー中    9.9K ファン
At the end of the day the company with the best model is going to have the higher valuation. What does best model mean though? Strength or cost? Generalized or specialized? All of these questions will be answered. Hard for me to see one company having the title. We will see.
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I’m not sure how OpenAI was likely holding off their IPO to 2027. Because they had concerns about a $1T valuation 3 months ago. Then Anthropic investors go and say **** it, lets one-up $SPCX and IPO at $2T next month?
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