Why is AI evaluated so high?
It's about a profitable model, it's not about what is most beneficial for humanity.
>>108929731Only an evil person would invest in Anthropic. They deserve the bills they get and they need to pay them when they go to court.
>>108929723It's crazy how biggest AI companies in US are literally led by 2 Jews. Millions of European men in that country and somehow Jews come up on top. The Anthropic guy was literally raised by librarian and leather craftsman. Altman was son of dermatologist and real estate broker in Missouri. Two literal nobodies somehow rose to top
>>108929723goyim are cattle and are following their programming telling them AGI is coming in 2 weeks and LLM will make all jobs obsolete so they must give all monies to the nice friendly jewish pedophiles benevolently sharing this tech with us
>>108929723The market has been flooded with insane amounts of liquidity with very few good things to invest in. Even if everyone knows the bubble is going to pop, Greater Fool Theory means there's lots of profit to be gained as long as you're not fully exposed when everything falls apart.
>>108929746*actually* Dario is a physicist and a really smart guy as can be seen from his large foreheadI think he's one of the least evil CEOs you could've gotten at that positionthough anthropic has been doing some really faggoty things since the DoD dramaAltman in comparison is literally pure evil and is only there because he's friends with the gay billionaires
>>108929723What's the chance we get a bailout or more omega-gibs for these companies?I can't imagine Trump will let them crash the global economy if they fail.
I'm going all in on the SpaceX, Anthropic, OpenAI IPOs. Everyone is saying its a bubble so thats how you know its a good investment
>>108929930godspeed anon
>>108929930I'll give you $20,000 (theoretical) to invest - you can any one of these shitters IPO's @ $1T, or divide it between it all three. But you have to decide now - wut do, and why?
>>108929723Stocks are literally fake
>>108929723how's that a high evaluation at $65 billion ARR?current P/E for S&P 500 is 32.58. so Anthropic should be worth double that.
>>108929790>The market has been flooded with insane amounts of liquidity with very few good things to invest in.wrong.private markets are actually almost empty now. that's why both anthropic and openai want to ipo.
>>108929723Now post their revenue figures.
>>108930127see >>108930110
>>108930110ARR ≠Profit.P/E is a profit based metric, and revenue is not profit.
>>108930141>not seeing thru circular deals>Anthropic's free AWS credits should be counted as cost
>>108929723The US stock market is just crazy. These companies are not even profitable but they have MASSIVE bills to pay still and it's very unclear if they will be profitable never mind THIS profitable.Personally I say fucking take your money and put it as far away as possible from the fallout of these companies crashing as possible.
>>108930141This. Well yes if they actually made $65B / year in profits and it was looking like they can make more, the company might be valued like this.But they don't, kek.
>>108929723AI is the future. AI has already tripled productivity and is responsible for 110% of all code on the market today. Of course AI is valued sky high—there's nothing else that can compete. Face it. AI won and you lost, codetrans.
>>108930209conditional spending commitments to hyperscalers from circular deals are not massive bills
ChatGPT does a shit job compared to Opus b4.8
>>108930346if it was a full circle perhaps but someone has to pay for all the data centers, hardware and operating costs and it's not the revenue/profits of the companies so far.sure, it's opaque WHO will pay and who can cancel if their business doesn't work out, but it is some or many of the companies involved
>>108929723>jews evaluating other jews
>>108929930We all know SpaceX fast tracking to the indices is their liquidity exit, especially after over extending this ralleyWhat I can't wrap my head around is, after the intraday wick up and down, if they're going to insta dump or be sneakier like they did with Roblox (few spikes to drag people in, few retests to shake them out, then one big blow off)
>>108929723because there is a glimmer of hope that employers won't have to pay for health insurance anymore
>>108930657I'm not going to pollute my mind with your jewry. Begone peasant.
Claude called me a faggot, lol'ed me and told me to never prompt it again.
If the answer to why literal AI is useful eludes you, you're probably the first one on the chopping blockretarded nigger
>>108929746Altman got his start by scamming. He's still a scammer to this day.
>>108930657Roblox doesn't make a profit and will never make a profit. Comparisons to other loss makers that eventually made a profit don't apply as Roblox already won the largest market share. They should be making a profit now but they just aren't. They're spending millions on jack shit and hookers or something.
>>108930346I'll pay for your electric bill and you pay for mine. We're still paying for electricity.
>>108930091stupid nigger wants investing advice and thought he was clever with wording the question
Open source models are 6 months or less behind closed modelsHardware to run these will be consumer grade in a year or two max.The chatbots arent the biggest action, thats just interface. The real action is engineering and vision-language.>ai engineer on your desktop can simulate r&dThanks anthropic!People are not really aware what is possible in 2027-2030. Theyre improving performance faster than moores law.
>>108931860yeah, I always come to /g/ for investment advice, thats why I'm so rich. The 'question' was so full of hypotheticals - all 3 exactly same valuation ($1T), all 3 IPO'ing at same time (but you had to decide on allocation now) etc. as to be, for irl purposes, completely useless. It was basically just to see which of the three - SpaceX, OpenAI or Anthropic - if any, was considered least likely to go titsup. And if anyone wants to treat that as srs investment advice, God help them.
