| ▲ | dist-epoch an hour ago | |
The same thing was said 4 years ago about NVIDIA on HN, that it's stock it's outrageously overpriced, given it's $20 bln revenue, that it should have at least 10 times more revenue to justify that stock price, which is fantasy, that there is no plausible way for such demand no matter what you think about GPT-2. | ||
| ▲ | swdev281634 an hour ago | parent | next [-] | |
nVidia earning is way above zero by a healthy margin. This was also true 4 years ago. How much their shares should cost is debatable but still, nVidia is obviously a profitable business. Anthropic net loss in 2025 was $42 bln, OpenAI $38.5 bln. Both are spending enormous amounts with no obvious path to profitability. | ||
| ▲ | elzbardico 26 minutes ago | parent | prev [-] | |
The market can remain irrational far longer than you can stay solvent. | ||