AI valuations
2025-10-10 19:06:20.949525+02 by Dan Lyke 0 comments
Talor Anderson: OpenAI's inflated valuation, as I understand it
Via Liz Fong-Jones (方禮真) @lizthegrey.com@bsky.brid.gy, who summarized as:
Where does this leave frontier model makers? Well, their valuations are not sustainable unless they are able to both generate value equivalent to 10%+ of each US+EU white collar employee's salary and capture it with a monopoly rather than have to compete on price and erode margins as a commodity.