Overheated AI Private Valuations Unsustainable
deliprao · x · 2026-07-19
The author believes that US private AI investments have become extremely frenzied, and the market will eventually see a correction upon the next exit event. The quoted content compares the valuations of OpenAI, Anthropic, and Kimi, questioning why there is such a massive discrepancy among these companies.
Related event: Moonshot AI Plans HK IPO as Kimi K3 Shakes Wall Street's Compute Faith(10 posts)→
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