Enterprise Value

“Narrative is a big part of how they get the product Away from that competitive margin-based, utility-based you know, rut into a place where they can really build enterprise value.”

“And so when timelines extend and AGI isn't happening, you know, next year or the following year or whatever, I start to get generally a little bit worried because that's a lot of EV to kind of maintain for another half a decade or a decade, whatever it turns i…”

“The cost is going to be a trillion dollars of capital sunk to create that three hundred billion dollars.”

“Being public in a unknown foreign market with unknown legislation decreases your enterprise value.”

“If you actually look at how much enterprise value you need to return your fund with an implied median ownership, the numbers can get really wonky, and so you're better off buying up ownership when it's the cheapest, and being able to have diversification with …”

“Is that there's a billion dollar enterprise value company five to seven years from now, that's ours to lose.”

“Growth is still fundamentally rewarded, and it's the single most correlated variable in the short term To enterprise value. Really, if you deconstruct where the outliers are both good and bad, you'll find that it's efficient growth that's rewarded most.”