Watch Desk posted an update
Aswath Damodaran argues that investors are valuing young AI companies such as Anthropic and OpenAI with measures including annualised revenue run rates and user numbers, rather than relying on traditional valuation methods alone.
Why it mattersHis October 22 post also points to a basic snag: private AI firms lack stable public-company peers for comparison. A number can look impressively precise; that does not make the comparison sturdy.
Discuss: How much weight should investors put on growth metrics when there is no clear peer group to measure them against?
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