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Primary Market's Moonshot AI and DeepSeek, Where Does the Valuation Narrative "Premium" Come From?
Moonshot AI is more about "financial premium" and "performance premium", while DeepSeek has many non-"financial premium" factors.
$30 billion in funding is just the starting point? Anthropic’s valuation could surpass $2 trillion by 2030
By 2031, the company’s revenue is expected to surge to $200 billion, EBITDA profit to $48 billion, and ARR to further climb to $224 billion.
Fundstrat investor Tom Lee on stablecoins, ETH, and Tesla: The group relying on fundamentals as an investment basis is shrinking
"The real reason I chose Ethereum is that stablecoins are exploding."
Tether CEO Interview: Investing in Agriculture, Dairy, and Also AI and Brain-Computer Interfaces
"Money is the best social network."
Bill Guerley on the U.S. private market issues: zombie unicorns, valuation distortions, IPO困境, and companies' reluctance to go public
In the current market, whether it's GPs, LPs, or founders, there may be a lack of incentive to accurately mark assets and proactively adjust valuations.
Interview with Mercor Founder: AI Will Soon Dominate the Talent Assessment Process
Humans are more involved in the "sales"环节.
Paradigm Founder Huang Gongyu Interview: Early Investment in Zhang Yiming, Sequoia Experience, and Crypto Technology Trends
There are many paths to greatness, no matter what you call it.
David Luan, Early OpenAI Employee, in Latest Interview: DeepSeek Hasn't Changed the AI Technology Narrative
Achieving more intelligence at lower costs does not mean you will stop pursuing intelligence.
Marc Andreessen's Latest Interview: DeepSeek, Unitree, and the Power Structure Under AI's Influence
At this stage, the winners in AI are all users, while the losers are companies with proprietary models.
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