Jonah Lupton
@JonahLupton
CEO/CIO at @FirstWaveFund, long-biased hedge fund, looking for undervalued growth stocks w/ under-appreciated catalysts, need to see ~3x upside within 3-5 years
加入 April 2008
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fwiw, @tickerplus currently has @OpenAI at $55B ARR and as of September 25th they had @AnthropicAI at $76B ARR
Lots of commentary the past hour on @OpenAI's current ARR... plenty of data sources like @tickerplus were still using the net numbers (not gross) so had @OpenAI at $50B (versus $70B for gross) which might be disappointing to some however this is still a beautiful looking chart in terms of growth trajectory.
Definitely some major overreactions in the market today on this news which is only coming from one source ie Financial Times (they are wrong quite often).
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