Comment by 3uler 9 hours ago What the hell? That is so cheap? I would value this at least as much as cursor? What gives? 12 comments 3uler Reply bognition 9 hours ago Cursor at 60B is WAY overvalued. At this point you have to assume that anything that gets touched by Elon is hyper driven financial engineering. embedding-shape 9 hours ago > Cursor at 60B is WAY overvalued.You can't possibly mean a glorified editor-shell isn't as valuable as say Nike, Deutsche Bank, Target, Ford or Nintendo? re-thc 9 hours ago > You can't possibly mean a glorified editor-shell isn't as valuable as say NikeThat's a glorified feet-shell. So like-for-like? 3 replies → 3uler 9 hours ago Sure but I would expect an exit of like 20b or just list and go public… disgruntledphd2 9 hours ago European versus US startups maybe?While I think that this is a bad move for Intercom, it's actually brilliant for Dublin and Ireland that they have finally exited. alex_suzuki 9 hours ago Intercom allegedly has ~400M of annual revenue, making the multiplier less than 10X. Huge customer base and established brand. Looks like a steal indeed! jbs789 8 hours ago The world we live in… 10x revenue is a “steal”.Lots of embedded assumptions about growth and margins to convert that revenue multiple to discounted cash flows. alex_suzuki 7 hours ago A steal compared to other “AI-adjacent” valuations.
bognition 9 hours ago Cursor at 60B is WAY overvalued. At this point you have to assume that anything that gets touched by Elon is hyper driven financial engineering. embedding-shape 9 hours ago > Cursor at 60B is WAY overvalued.You can't possibly mean a glorified editor-shell isn't as valuable as say Nike, Deutsche Bank, Target, Ford or Nintendo? re-thc 9 hours ago > You can't possibly mean a glorified editor-shell isn't as valuable as say NikeThat's a glorified feet-shell. So like-for-like? 3 replies → 3uler 9 hours ago Sure but I would expect an exit of like 20b or just list and go public…
embedding-shape 9 hours ago > Cursor at 60B is WAY overvalued.You can't possibly mean a glorified editor-shell isn't as valuable as say Nike, Deutsche Bank, Target, Ford or Nintendo? re-thc 9 hours ago > You can't possibly mean a glorified editor-shell isn't as valuable as say NikeThat's a glorified feet-shell. So like-for-like? 3 replies →
re-thc 9 hours ago > You can't possibly mean a glorified editor-shell isn't as valuable as say NikeThat's a glorified feet-shell. So like-for-like? 3 replies →
disgruntledphd2 9 hours ago European versus US startups maybe?While I think that this is a bad move for Intercom, it's actually brilliant for Dublin and Ireland that they have finally exited.
alex_suzuki 9 hours ago Intercom allegedly has ~400M of annual revenue, making the multiplier less than 10X. Huge customer base and established brand. Looks like a steal indeed! jbs789 8 hours ago The world we live in… 10x revenue is a “steal”.Lots of embedded assumptions about growth and margins to convert that revenue multiple to discounted cash flows. alex_suzuki 7 hours ago A steal compared to other “AI-adjacent” valuations.
jbs789 8 hours ago The world we live in… 10x revenue is a “steal”.Lots of embedded assumptions about growth and margins to convert that revenue multiple to discounted cash flows. alex_suzuki 7 hours ago A steal compared to other “AI-adjacent” valuations.
Cursor at 60B is WAY overvalued. At this point you have to assume that anything that gets touched by Elon is hyper driven financial engineering.
> Cursor at 60B is WAY overvalued.
You can't possibly mean a glorified editor-shell isn't as valuable as say Nike, Deutsche Bank, Target, Ford or Nintendo?
> You can't possibly mean a glorified editor-shell isn't as valuable as say Nike
That's a glorified feet-shell. So like-for-like?
3 replies →
Sure but I would expect an exit of like 20b or just list and go public…
European versus US startups maybe?
While I think that this is a bad move for Intercom, it's actually brilliant for Dublin and Ireland that they have finally exited.
Intercom allegedly has ~400M of annual revenue, making the multiplier less than 10X. Huge customer base and established brand. Looks like a steal indeed!
The world we live in… 10x revenue is a “steal”.
Lots of embedded assumptions about growth and margins to convert that revenue multiple to discounted cash flows.
A steal compared to other “AI-adjacent” valuations.