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<p>I got asked whether I think OpenAI and Anthropic are overvalued during my interview with @CryptoCoinShow.

It's an interesting question when you consider how much capital is going into these companies at private valuations. But I've personally been much more interested in owning the companies they're spending that money with.

$MU is a great example of that in my portfolio. Same with $TSM.

The model labs are scaling at a pace we've never seen in business history and the demand they're creating for compute keeps growing.

I'm curious to see where their valuations sit once they're accessible in public markets.

Full discussion:</p>

I got asked whether I think OpenAI and Anthropic are overvalued during my interview with @CryptoCoinShow.
It's an interesting question when you consider how much capital is going into these companies at private valuations. But I've personally been much more interested in owning the companies they're spending that money with.
$MU is a great example of that in my portfolio. Same with $TSM.
The model labs are scaling at a pace we've never seen in business history and the demand they're creating for

I got asked whether I think OpenAI and Anthropic are overvalued during my interview with @CryptoCoinShow. It's an interesting question when you consider how much capital is going into these companies at private valuations. But I've personally been much more interested in owning the companies they're spending that money with. $MU is a great example of that in my portfolio. Same with $TSM. The model labs are scaling at a pace we've never seen in business history and the demand they're creating for compute keeps growing. I'm curious to see where their valuations sit once they're accessible in public markets. Full discussion:

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