Comment by tbruckner
21 hours ago
23X revenue multiple is not an expensive valuation for something growing well over 100% YoY, even by public market standards let alone venture capital valuation.
21 hours ago
23X revenue multiple is not an expensive valuation for something growing well over 100% YoY, even by public market standards let alone venture capital valuation.
Yah but is that growth really an ARR or 1-2 year revenue considering AI capability growth across players, open weight / source models, and inevitable price wars?