Stephanie Link

speaker

1,013 appearances 1 recordings 1 series first heard Jul 2026 last heard 6 Jul

Stephanie Link’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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I don't know when.

So price to sales is the way people are looking at it.

Also, I've seen some of the parts, valuations.

So you break out the AI piece, and you break out Starlink, and you break out SpaceX.

Any way you look at it, this thing is expensive.

The best case scenario I can come up with was that it was at 40 times, including Anthropic and Google and the compute, 40 times price of sales.

Like, that's crazy.

Just by comparison.

I thought it was 100 times last year.

If you include the new deals, the two new deals.

Okay.

But you're right.

You're 100% right.

It was 100 times.

And then that's why these two deals are really pretty important in my mind.

Just by comparison, and by no means is this cheap, Palo Alto, going back, is at 22 times.

22 times sales.

That's not cheap, by the way.

What should it be?

It I think it should be.

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