Comment by prakhar897
1 day ago
Damodaran placed a fair value of $1.47T minus discount for really bad corporate structure. So $1.3T looks exactly right.
And its kind of circular way of reasoning. As the investors would've actually watched the video and included it in their calculations.
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$1.3T is still looney tunes for a company that literally has zero plan to turn a profit.
I don’t agree with you. Their product is a fully scalable almost human tier intelligence. I think it’s worth way more than $1 trillion but they have to get their capex in order first so they can provide dirt cheap tokens.
If the company cant convert the product into earnings it really doesnt matter what the product is. It can be a magic machine that turns water into wine. They still have to find people willing to pay for it.
If the world is not ready for fully scalable almost human tier intelligence then, being right at the wrong time is the same as being wrong.
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"fully scalable" except it requires massive capex to build out data centers with limited actual resources to put in those data centers.
> Their product is a fully scalable almost human tier intelligence.
"Almost" being a synonym for "not".
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> get their capex in order first
how are they gonna do that when the half-life of a GPU is 18 months?
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