“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...
Why things will eventually fall apart

The math, and the psychology

Marcus on AI

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."

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

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

https://misryoum.com/us/markets/premier-energies-valuations-attractive-after-stock-drops-40/

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