The frontier AI leader unveils exponential top-line growth in its public filing, even as bankers pitch a $2 trillion IPO valuation despite colossal long-term infrastructure liabilities.
The tape Equity · Oct 30
“$16.3 billion in the first six months of the year. That's versus $1.2 billion the same period, same six-month period the year before.”
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Wealthion · What to Own if the Tech Boom Falters | Steven FeldmanNov 2
▶ 0:30·20VC: Who Wins the Inference Market | Has Open-Source LLM Inference Peaked? | What Happens to the Cost of Compute | The Real Limits of Post-Training and RL with Erik Bernhardsson, Modal CEO