Comment by bellowsgulch
10 days ago
> The business math just isn’t there.
What do you mean? I promise I'm not being facetious or satirical. I'm just too simple and conservative of an investor to understand this comment. (for example: Is the price-to-earnings ratio too high? I probably wouldn't want to invest in the business.)
They are losing too much money. With open source options that are always close to frontier performance it will always be hard for them reduce training costs and charge premium rates.
I guess my point is that IPO timing is irrelevant if they don’t have an actual profitable business.