“When we apply NVIDIA's current price-to-sales multiple to Anthropic, the AI Labs valuation drops to roughly $1 trillion.”
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Said on Prof G Markets
Monetary Matters with Jack Farley · Is The AI Trade Over? | Jack & Max on Panic in AI Credit, SpaceX Earnings, and Semis
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monitored prediction market pricing to gauge sentiment on OpenAI's valuation, noting a jump to a $1.25 trillion implied value
$1.25 trillion implied valuation
“When we apply NVIDIA's current price-to-sales multiple to Anthropic, the AI Labs valuation drops to roughly $1 trillion.”
“Price cut is actually a reflection of how well that home is priced… not a sign that the market's crashing”
“Online tools give overinflated price guides; agents may go along, then the market price is lower.”
“Lennar priced them at the same sort of entry-level to mid-market pricing that they use on all of Lennar's housing product”
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