Damus
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TFTC
@TFTC
"Anthropic grew their tokens sold by 80x in 12 months. Goldman Sachs is projecting another 24x. We are so far past 20% revenue growth. How do you even value that? I've never seen anything like this before."

(JohnTinsman) on why the AI bubble narrative doesn't hold up.
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teljkon · 2w
Like most other businesses Yx forward earnings in tech what was it 20x. Oh wait. Truth is people don't like doing math and will heard like lemmings to what ever appears to be growing the fastest. Most people economic model is speed not growth. Who is going the fastest not who had the best sustainabl...