OAI 850B valuation, ~30B ARR now Ant ~900B valuation, ~44B* ARR now *revenue recognized differently, per Denise Dresser its probably closer to 8-10B lower if using OAI methodology chart reconstructed from wsj by me
OAI 现在的估值是 850B,当前 ARR(年度经常性收入)约为 30B;Ant 现在的估值约为 900B,当前 ARR 约为 44B*。*收入确认方式不同;根据 Denise Dresser 的说法,如果使用 OAI 的方法,可能实际上要低 8–10B 左右。图表由我根据 wsj 重建。
see the talk version, out now thanks to @steveruizok
可以看演讲版本,现已发布,感谢 @steveruizok
this one is doing v well btw if you want the popular vote filter on the firehose of all the things @patrickdebois was one of the track keynotes i gave a "blank check" to based on his sincere support since our very earliest days + when in europe we must feature the DevOps guy. he didnt disappoint!
顺便说一句,这个表现非常好;如果你想在所有内容的 firehose(信息洪流)里用“popular vote”来做筛选的话。@patrickdebois 是我做主题演讲的其中一个分会场;基于他从我们最早期开始就给予的真诚支持,我给了他一张“blank check(全权信任)”;而且人在欧洲,我们就必须安排那位 DevOps 大神出场。他没有让人失望!