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Home/Blog/Valuations
Tag

Valuations

Valuation frameworks for working investors — DCF, owner earnings, multiples, and the soft inputs that drive every model worth running.

3 articles

3 articles

  • The AI IPO Race — Anthropic, xAI and OpenAI logos on a clean white cover

    Anthropic IPO 2026, OpenAI & xAI Valuations: The AI IPO Race

    Deep Dive

    Anthropic, OpenAI, xAI — the IPO timelines, valuations and risks, side by side.

    18min
  • Anthropic CEO Dario Amodei speaking at a press conference

    Anthropic IPO 2026: Timeline, Valuation & What Investors Should Watch

    Deep Dive

    Triangulating a private AI valuation from public disclosures and secondary prints.

    13min
  • Macro photograph of a silicon wafer showing the grid of individual semiconductor dies with rainbow diffraction

    The Silicon-to-Software Shift: Bridging the AI Valuation Gap (2026-2030)

    Deep Dive

    Why the next AI rotation is from chips to software — and what's still mispriced.

    12min