🔥 Hot Takes Tuesday for 2024-10-29
Two hot takes on the two stories caught my eye on Tuesday.
💰 + 🤖 At a ~$40B 🤔 valuation, you have to wonder if something does not compute… or if the whole point is to amass compute for the customers that will come?
https://www.techmeme.com/241029/p33#a241029p33
💰 + 🤖 At a ~$4.5B 😮 valuation, it is useful to consider the founders’ backgrounds, recent problem spaces explored, and their uhm… actual customers.
https://www.techmeme.com/241028/p24#a241028p24
