Comment by Zigurd
5 days ago
There's a rule of thumb that a mature tech business in the US will earn at least half of its revenue outside the US. If that stops being true, it halves the early stage value of tech companies in the US.
5 days ago
There's a rule of thumb that a mature tech business in the US will earn at least half of its revenue outside the US. If that stops being true, it halves the early stage value of tech companies in the US.
Something something Anthropic IPO already down 25% of original expected value, and still a fair bit of volatile water (cough midterms cough) to go under the bridge before it goes ahead.