如果人工智能业务是史上最伟大的业务,为什么他们还要进行首次公开募股(IPO)?
1 分•作者: OnuRC•28 天前
我理解需要更多的资金和计算能力。但如果他们如此先进和伟大,为什么他们自己的私人投资者和股东会让这个价值数万亿美元的机会溜走呢?私人市场和家族办公室的规模也达到万亿美元级别。当然,他们可以在私人融资轮次中一直融资到字母Z,像一些公司那样,在整个过程中都保持私有?为什么要出售这家有史以来最伟大企业的股权?
标准石油公司从未上市,在其鼎盛时期占GDP的10%以上,而真正能自我进化的AI的价值将是其数倍?而且,由于已经存在多个竞争对手,甚至不存在垄断瓦解的风险。
或者简单地说,他们不相信当前的估值能够支撑显著的未来增长。他们需要退出其头寸,尤其是在当前估值存在波动风险的情况下?
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I understand need for more money and more compute. But if they are so advance and great. Why are their own private investors and private share holders letting this multiple trillion $ opportunity go away? Private markets and family offices are big at $trillion level. Sure they could raise until Z letter in private rounds, stay private like some companies be able to for for their entire time? Why sell ownership of the greatest business ever created?<p>Standard Oil never went public, they had more than 10% of the GDP at top and true, self advancing AI would worth multiple times higher? There is not even monopoly breakdown risk because there are already multiple competitors.<p>Or simply put, they don't believe the current valuation justifies significant future growth. They need to exit their position, especially given the risk of volatility around the current valuation?