Henry Blodgett
speaker
573 appearances
1 recordings
1 series
first heard May 2025
last heard May 2025
Henry Blodgett’s voice in public audio — every appearance, attributed to the second.
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Appearances
You look at the big magnificent seven, whatever you want to call them, they are trading at
high but arguably reasonable earnings multiples.
but still thirty times earnings or thirty five times earnings for Divideo, which is the big AI stock or the mo the most direct way to play it.
But yes, if you look in the private markets, and this is one thing that's very different, is all of this is happening in the private market now.
So we don't have a very good view of the financials of these companies, but
Yes.
It's extraordinary.
And why I think one thing to look at to sort of check the sanity of it is let's look at the biggest one, OpenAI.
They just did a huge round where they raised $40 billion at a $300 billion valuation.
Six months to 12 months earlier, investors were being declared absolutely insane for investing at 100 billion and 150 billion.
And now here we are at 300.
And so what does that mean?
Is it clearly insanity?
Well, if you look at OpenAI's fundamental business, based on what we know, which is again very secondhand and so forth, they are doing something like
Now stepping back.
That is an incredible number for a company that is five years old.
Right.
It is this company is growing at a faster rate than pretty much any company in history.
And if you look at one of the financing models from a year ago at $150 billion valuation, apparently the projection was that they would do $100 billion of revenue in 2029.
If that is the case, and I would assume that that number is probably higher now, given that they've jacked the valuation up, then okay, we're looking at three times revenue.
Showing 21–40 of 573 · page 2 of 29
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