eddq

6 ms·

1. 1.▲
   by eddq 1mo ago

   "There is like zero positive side to disclosing audited financial statements and massive liability." Why are you posting about stuff you have zero clue about? Oh theres no positive side... yes there is. There is a huge amount of f
2. 2.▲
   by eddq 1mo ago

   And its only transitory. Both OAI and Anthropic tried to time their pricing to look good heading into an IPO window. They got screwed as China has kept up. Wonder how they're gonna overcome this problem - protectionism? Maybe.
3. 3.▲
   by eddq 1mo ago

   Also that bozo is not bringing to the surface the implicit assumption of going-concern in perpituity. Most people shouldn't open their mouths / write anything re. valuation TBH.
4. 4.▲
   by eddq 1mo ago

   We already know they are not profitable in the truest sense w.r.t valuation. FCFF = EBIT(1-t) - Reinvestment. This is how the operating assets are valued via intrinsic valuation. Could they generate immense earnings and cash flows net of re