enterprise value
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 8, 2025 by Jordi Hays · across every show →
Everything said about enterprise value, oldest first
Jul 8, 2025 bearish
Hays: AI labs risk valuation collapse if AGI is delayed past 2027
“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…”