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shimmanyesterday at 2:59 PM1 replyview on HN

No, you can't really make educated guesses unless people start opening their books. Especially in an industry where the vast majority of firms make up valuations out of thin air and not based on any reproducible insights.


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NitpickLawyeryesterday at 3:30 PM

Opening their books would let you know things like profitability. I'm talking about cost per token, model development and human costs being irrelevant.

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