“My solution was to spin up an entirely separate hardware server and sequester it from the rest of GRC's network behind a dedicated hardware firewall.”
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Said on Security Now (Audio)
The Acquirers Podcast · Great Companies, Beaten-Down Stocks: Booking & Pool Corp with Jonathan Boyar
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Spin out the Knicks and Rangers into separate publicly traded companies to highlight valuation disconnect and enable minority stake sales
Enterprise value $10 billion; minority sale of Islanders $3 billion; Lakers $12 billion
“My solution was to spin up an entirely separate hardware server and sequester it from the rest of GRC's network behind a dedicated hardware firewall.”
“Now with the world of AI, you just plug all the valuations into the AI data collector and it starts showing what's happening out there.”
“It’s a promise that every Ranger makes to every other Ranger… it creates this incredible bond between them”
“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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