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raincole • today at 12:38 PM • 5 replies • view on HN

That's exactly what people said when Deepseek V3 was released. Two years later the valuations roughly have quadrupled.


Replies

wildmXranat • today at 1:27 PM

"valuations" are irrational and make dot com _valuations_ look like a miniature caricatures

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WhrRTheBaboons • today at 3:18 PM

no one has had to pay back any of the loans yet. the valuations right now mean precisely nothing.

if these hold a year after an IPO then we can talk.

this_was_posted • today at 12:45 PM

"the market can stay irrational longer than you can remain solvent"

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rikima_ • today at 4:00 PM

Because we are still at the first stage of enshittification