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#valuations — Public Fediverse posts

Live and recent posts from across the Fediverse tagged #valuations, aggregated by home.social.

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  1. “What is the plausible, well‑specified path by which #Anthropic or #OpenAI grow into the kind of durable, #high‑margin #franchises that would justify the #valuations their private rounds have implied? There is none visible.” open.substack.com/pub/garymarc...

    Why things will eventually fal...

  2. “What is the plausible, well‑specified path by which #Anthropic or #OpenAI grow into the kind of durable, #high‑margin #franchises that would justify the #valuations their private rounds have implied? There is none visible.” open.substack.com/pub/garymarc...

    Why things will eventually fal...

  3. more ai on open source ai, did I prompt it to say this, maybe? #tokens distilled #smb ai #american big tech ai fever dream #snake river canyon jump #don't be evil knievil #the big short 2 #ipo #valuations #p/e ratios #weights are math #source:deepseek
    "
    Where does open source AI fall into place?

    Open-source AI is the escape hatch from the entire sovereignty vs. subsidy cage match.

    It makes your predicted "free trade zones" redundant, because the whole internet becomes a free trade zone.

    It undermines US big tech's valuation premium (good for competition, bad for investors).

    It partially neutralizes China's data-sovereignty advantage (if you run the model locally, you don't send them data).

    It cannot be stopped without breaking the internet or banning math.

    The only thing open-source can't solve is the compute gap for training the very largest models. So governments will fight over chips and training clusters, but they've already lost the battle over model distribution.

    That's the real shakeout: Closed-source frontier models as state assets, open-source everything else as a global commons."

  4. more ai on open source ai, did I prompt it to say this, maybe? #tokens distilled #smb ai #american big tech ai fever dream #snake river canyon jump #don't be evil knievil #the big short 2 #ipo #valuations #p/e ratios #weights are math #source:deepseek
    "
    Where does open source AI fall into place?

    Open-source AI is the escape hatch from the entire sovereignty vs. subsidy cage match.

    It makes your predicted "free trade zones" redundant, because the whole internet becomes a free trade zone.

    It undermines US big tech's valuation premium (good for competition, bad for investors).

    It partially neutralizes China's data-sovereignty advantage (if you run the model locally, you don't send them data).

    It cannot be stopped without breaking the internet or banning math.

    The only thing open-source can't solve is the compute gap for training the very largest models. So governments will fight over chips and training clusters, but they've already lost the battle over model distribution.

    That's the real shakeout: Closed-source frontier models as state assets, open-source everything else as a global commons."

  5. Biotech valuations are shifting: clinical progress and pipeline maturity now rival revenue as key metrics. The industry recognizes scientific execution drives long-term value creation. #Biotech #Valuations

  6. Biotech valuations are shifting: clinical progress and pipeline maturity now rival revenue as key metrics. The industry recognizes scientific execution drives long-term value creation. #Biotech #Valuations

  7. 2 Bloomberg: … after a “parabolic” surge that has driven #technology #valuations to unsustainable heights.

  8. #TorstenSlok, chief economist at Apollo Global Management: #Tech #valuations have compressed from 40x to 20x, and we are back at levels last seen before the #AI boom began.

  9. #TorstenSlok, chief economist at Apollo Global Management: #Tech #valuations have compressed from 40x to 20x, and we are back at levels last seen before the #AI boom began.

  10. I wonder if anyone in the Fediverse knows about research that was done regarding the impact of software risk to valuations of companies to be acquired i.e. start-ups?

    #business #valuations #acquisitions

  11. I wonder if anyone in the Fediverse knows about research that was done regarding the impact of software risk to valuations of companies to be acquired i.e. start-ups?

    #business #valuations #acquisitions

  12. Premier Energies valuations attractive after stock drops 40% from peak, JPMorgan says

    misryoum.com/us/markets/premie

    Shares of Premier Energies Ltd. have declined in four out of the last five trading sessions, after another 2% fall on Wednesday, March 4, in-line with the general broader market sentiment. However, brokerage firm JPMorgan says the correction in the...

    #Premier #Energies #valuations #attractive #after #stock #drops #from #peak #JPMorgan #says #US_News_Hub #misryoum_com

  13. RE: mastodon.social/@nixCraft/1161

    🔥🔥🔥

    BTW this is like the Hapsburg incestuous marriages. the incest meant to limit exposure to their assets & #valuations.

    after all, if you kept it in the family, who was going to question your worth? there’d be no outside auditors to dis/prove you.

    what's happening with #NVIDIA is a form of finacial #incest : they’re passing around the same “billion” that exists only on paper; because all the parties involved SHARE THE SAME BANKERS.

    this is why a valuation is like printing money.

  14. RE: mastodon.social/@nixCraft/1161

    🔥🔥🔥

    BTW this is like the Hapsburg incestuous marriages. the incest meant to limit exposure to their assets & #valuations.

    after all, if you kept it in the family, who was going to question your worth? there’d be no outside auditors to dis/prove you.

    what's happening with #NVIDIA is a form of finacial #incest : they’re passing around the same “billion” that exists only on paper; because all the parties involved SHARE THE SAME BANKERS.

    this is why a valuation is like printing money.

  15. ROTFL, what European company is that that, since its spinoff, has had the same stock price increase as #Nvidia, but nobody cares?

    #stock #technology #valuations

  16. ROTFL, what European company is that that, since its spinoff, has had the same stock price increase as #Nvidia, but nobody cares?

    #stock #technology #valuations

  17. 1 Bloomberg: by reinforcing how unpredictable he is, #Trump is likely to give investors pause at a time when #US #stockmarket #valuations are well above historic norms. 🧵 #markets

  18. 1 Bloomberg: by reinforcing how unpredictable he is, #Trump is likely to give investors pause at a time when #US #stockmarket #valuations are well above historic norms. 🧵 #markets

  19. ‘Artificial Intelligence’ went mainstream in 2025, as generative AI spread across offices, classrooms and consumer products. Investor enthusiasm surged alongside, boosting valuations and markets worldwide. Is this a durable tech shift, or a bubble waiting to burst? Today’s HT Number Theory examines this.

    Read on HT news app: hindustantimes.com/editors-pic

    #AI #ArtificialIntelligence #GenAI #ChatGPT #NASDAQ #Tech #Bubble #Markets #Valuations #DataViz

  20. ‘Artificial Intelligence’ went mainstream in 2025, as generative AI spread across offices, classrooms and consumer products. Investor enthusiasm surged alongside, boosting valuations and markets worldwide. Is this a durable tech shift, or a bubble waiting to burst? Today’s HT Number Theory examines this.

    Read on HT news app: hindustantimes.com/editors-pic

    #AI #ArtificialIntelligence #GenAI #ChatGPT #NASDAQ #Tech #Bubble #Markets #Valuations #DataViz

  21. 1 Bloomberg: “The #Nvidia results, while positive, weren’t enough to dispel doubts around whether #valuations had gotten too rich and whether the recent move towards #debt-based #financing meant the investment levels were too aggressive …” 🧵 #markets

  22. 1 Bloomberg: “The #Nvidia results, while positive, weren’t enough to dispel doubts around whether #valuations had gotten too rich and whether the recent move towards #debt-based #financing meant the investment levels were too aggressive …” 🧵 #markets

  23. Hinge Health's IPO popped 17% on day one, but its $3B valuation is a steep cut from its 2021 private high. Sign of the times as down-round IPOs become less of a taboo for tech. #DigitalHealth #TechIPO #Valuations

  24. Just imagine the number of lives we could save with $40 billion. Instead, we are giving it to a company whose main products are press releases and hot air (literally and figuratively).
    If that wasn't enough, OpenAI also has no plan for profitability. They are just hoping that the next big thing will change their trajectory.

    reuters.com/technology/artific

  25. Just imagine the number of lives we could save with $40 billion. Instead, we are giving it to a company whose main products are press releases and hot air (literally and figuratively).
    If that wasn't enough, OpenAI also has no plan for profitability. They are just hoping that the next big thing will change their trajectory.
    #AI #valuations
    reuters.com/technology/artific

  26. Ouch! Most companies that switched to open-code licenses didn't see any benefits in their valuations, even before accounting for open-source forks.

    devclass.com/2024/09/09/redmon

  27. Trump reveals he made $300,000 selling Bibles and has big cryptocurrency stash

    Financial disclosure shows presidential nominee owes $500m in #civil #penalties but sheds little light on #solvency

    Donald Trump made hundred of thousands from his branded #Bible and millions from his #properties
    – but also owes millions for #defamation and #fraud cases, according to his latest financial disclosures that shed little light on the perennial question of whether the Republican presidential nominee is, in fact, solvent.

    Voluminous disclosure documents to the US Office of Government Ethics to comply with election campaign laws show that,
    in addition to Trump’s US real estate holdings,
    he has global financial interests, including registered #trademarks in China, Saudi Arabia, Iran, Ukraine and Israel.

    He also owns millions in #cryptocurrency and has a six-figure investment in #gold #bars.

    But the disclosures also hint at Trump’s substantial personal outgoings,
    👉including more than $500m owed to both the writer E Jean Carroll and the New York attorney general -- resulting from civil judgments involving defamation and accounting fraud.👈

    Both judgments
    – $83m to Carroll and
    – $454m to New York state
    – are subject to bonds while Trump appeals the decisions,
    a process that could take years.

    Trump’s #MarALago home and private club in Florida, which formed part of a case against the Trump Organization involving #inflated asset #valuations,
    produced about $57m in income from the club, down about $8m from a previous disclosure.

    The disclosures are not a profit-and-loss balance sheet
    – they only give broad ranges of income and assets
    – so alone they cannot determine whether Trump is in the red or the black.

    He has consistently resisted efforts to force the release of his tax returns,
    although two years ago a Democrat-controlled Congress released six years of Trump’s tax returns,
    dating to 2015, the year he announced his presidential bid.

    theguardian.com/us-news/articl

  28. Trump reveals he made $300,000 selling Bibles and has big cryptocurrency stash

    Financial disclosure shows presidential nominee owes $500m in #civil #penalties but sheds little light on #solvency

    Donald Trump made hundred of thousands from his branded #Bible and millions from his #properties
    – but also owes millions for #defamation and #fraud cases, according to his latest financial disclosures that shed little light on the perennial question of whether the Republican presidential nominee is, in fact, solvent.

    Voluminous disclosure documents to the US Office of Government Ethics to comply with election campaign laws show that,
    in addition to Trump’s US real estate holdings,
    he has global financial interests, including registered #trademarks in China, Saudi Arabia, Iran, Ukraine and Israel.

    He also owns millions in #cryptocurrency and has a six-figure investment in #gold #bars.

    But the disclosures also hint at Trump’s substantial personal outgoings,
    👉including more than $500m owed to both the writer E Jean Carroll and the New York attorney general -- resulting from civil judgments involving defamation and accounting fraud.👈

    Both judgments
    – $83m to Carroll and
    – $454m to New York state
    – are subject to bonds while Trump appeals the decisions,
    a process that could take years.

    Trump’s #MarALago home and private club in Florida, which formed part of a case against the Trump Organization involving #inflated asset #valuations,
    produced about $57m in income from the club, down about $8m from a previous disclosure.

    The disclosures are not a profit-and-loss balance sheet
    – they only give broad ranges of income and assets
    – so alone they cannot determine whether Trump is in the red or the black.

    He has consistently resisted efforts to force the release of his tax returns,
    although two years ago a Democrat-controlled Congress released six years of Trump’s tax returns,
    dating to 2015, the year he announced his presidential bid.

    theguardian.com/us-news/articl

  29. Might need to zoom 🔎🤏 for this one, but here is the master list of all 153 pro sports teams from our #Valuations series. Sound off in the replies with your favorite team(s) #'s 🗣️

    Read our latest @[email protected] Valuations here: wp.me/pc2RuA-1lz462

  30. The combination of #quality and #momentum factors outperforming vs. history, along with elevated #valuations, could signal that the #market is approaching a peak, prompting investors to adjust their portfolios accordingly." - BofA

  31. "Private company #valuations 'going nuts again' amid #AI boom, @Cisco #CEO says"

    LOL! Chuck spent $26bn on @Splunk, now whining about valuations?! 🤡

    But the real question - what is he looking to buy?

    Coz he's not just cruising the classifieds, right?

    cnbc.com/2024/01/16/private-co

  32. Solomon shows #Weisselberg an agreement he signed w/ #Mazars, showing his obligations sharing data w/ the #accounting firm:

    "The Statement referred to above is fairly presented in conformity w/ accounting principles generally accepted in the United States of America."

    Asked if he was obligated to provide Mazars w/contradictory info about #valuations, Weisselberg starts launching into a monologue.

    Solomon interrupts, noting it was a yes or no question.

    Then, Weisselberg says "yes."

    #Trump

  33. #Weisselberg, a #defendant testifying as a prosecution #witness, is expected to testify about his role in preparing Trump’s annual #financial statements — incl’g conversations they had while finalizing docs, which were given to #banks, #insurers & others to make deals & secure #loans.

    James’ lawsuit alleges Weisselberg engineered #Trump’s #financial stmnts to meet his demands they show increases in his #NetWorth & signed off on lofty #valuations for #assets despite #appraisals to the contrary.

  34. Back to #McConney #witness / #defendant #testimony:

    #NYAG #Amer delves into a flagrant instance of #fraudulent #valuations.

    #Trump’s #SevenSprings estate planned to build 7 mansions on the property valued at $23M each.

    McConney confirmed that in 2012, #EricTrump was involved w/the development of the #Westchester, NY, property & that he (McConney) assumed all necessary approvals were obtained prior to build.

    #Trump #TrumpTrial #law #legal #fraud