Depending on how much of that “10% non-FAANG” MSFT is, I might weight it a little higher, given their relationship with OpenAI. (Also Satya seems good.)
I wonder how much of OpenAI they got for their $1B...
Yeah, me too. My guess is around 30%, but my error bars are pretty wide. Would not be shocked if you told me it was 50%, or 10%.
(I think they probably didn’t give up more than half the company to Microsoft. And even with an all-star team, it’s hard to imagine that they’d be valued as a decacorn when they’re pre-product and pre-revenue. So that makes me think their 2019 valuation was somewhere in the 2-10 billion range. Probably on the lower end of that.)
Depending on how much of that “10% non-FAANG” MSFT is, I might weight it a little higher, given their relationship with OpenAI. (Also Satya seems good.)
Yeah, I’m roughly as excited about Microsoft as I am about Facebook or Apple.
I wonder how much of OpenAI they got for their $1B...
Yeah, me too. My guess is around 30%, but my error bars are pretty wide. Would not be shocked if you told me it was 50%, or 10%.
(I think they probably didn’t give up more than half the company to Microsoft. And even with an all-star team, it’s hard to imagine that they’d be valued as a decacorn when they’re pre-product and pre-revenue. So that makes me think their 2019 valuation was somewhere in the 2-10 billion range. Probably on the lower end of that.)