Comment by petre
17 days ago
How is buying a company sending messages on the Internet for $45b in the owner's interest when Westinghouse, who built nuclear reactors sold for under $10b? The market is irrational.
17 days ago
How is buying a company sending messages on the Internet for $45b in the owner's interest when Westinghouse, who built nuclear reactors sold for under $10b? The market is irrational.
It might not be irrational if there is more revenue in people who are willing to spend money on internet messages than there are on those willing to spend for nuclear reactors.
So far, I see way more companies paying each other in a circular fashion than individuals forking out anything near whatever tam SpaceX is projecting for AI.
I think it has something to do with the fact that the first company is better at spreading messages on the Internet than the other at building reactors.