Market Cap

“The last cycle created 25 trillion in market cap, new market cap, and a bunch of that went to the incumbents. But a lot of it went to startups and the new startups, and, you know, each one of these subsequent waves gets bigger than the prior one, and so, you k…”

“And I think a lot of history's greatest entrepreneurs did. You won't find many of them that are obsessed over, I have to hit a certain net worth, or I have to hit a certain market cap. I almost never hear that.”

“I think the value creation potential in front of us is so significant that I would say that you could probably take the sum of the market cap of all the software companies today and have a pretty good bet that everything will be four to 10 X higher five years …”

“The way to think about it is your market cap divided by number of employees. That's how much money you can give away in terms of dilution.”

“In 2000 1213, our market cap was about 40 crores, and now, you know, it's gone to 17, 18,000 crores, you know, depending on the day and the mood of the stock market. So, so that, that's almost a 450 X kind of growth, that 450 X, 45,000 percent growth has happe…”

“There does seem to be in China, and I, and part three of this research walks through this, a deprioritization of market cap of successful companies.”

“It's rare that a model release is going to be a global news story or Cause a trillion dollars of market cap decline in, in one day.”

“There will be many trillions of dollars of Market cap that gets created, new market cap that gets created by using AI to build products and services that were either impossible or quite impractical before”

“I don't know if the data supports this or not, but I think that even if you were to freeze the capability set of the current foundation models and turn all of your attention to optimization and tuning and developer ecosystem, it would revolutionize trillions o…”

“India tech companies would probably make less than two, three percent of the market cap.”

“Shares were up 15% on Thursday, representing a nearly two hundred fifty billion dollar jump in market cap. So let's just let that sit in for a second. This is the largest single day gain in market cap. Two hundred forty seven billion dollars added in market ca…”

“One of the challenges I see with Alphabet is that they are so good at bringing the best talent to work on these innovation problems, but where they're not good is saying, you know what, this isn't working, it's time to move on. And if they did just that, if th…”

“Tesla has shown that it's, you know, grown to be a trillion dollars in, in market cap because it has more data than anybody else.”

“In general, and what the rule of thumb is that a vehicle based on the size of the capital really looks to partner with a company that's four to six times market cap. So that would be 800 to 1.2 billion, or really just going after that billion dollar sweet spot…”

“All big five tech companies have said, our position is no position. And the reason is because that's the only thing they can do to keep that market cap and to hold on to the economic vibrancy of their businesses for longer.”

“So in general, kind of, you know, our bias for our companies is, look, you want to get to a certain minimum size, and typically that's probably a billion dollars plus of market cap, where you're going to have enough heft that the institutional community is act…”

“I think you've got to be well more than a billion dollar market cap to be, and the reason is because you've got to be above a billion dollar market cap, otherwise analysts won't cover you and get sort of a dead zone.”