4 pointsby flinner17 days ago4 comments
  • jaynamburi17 days ago
    A $480M “seed” at a $4.5B valuation is extraordinary by any historical standard. It would be interesting to understand what’s being labeled as “seed” here whether this is effectively a late stage round with a seed label, or if there’s something fundamentally different about the company’s capital needs or traction. Metrics like revenue, customers, or defensibility would help ground the valuation discussion. Without that context, it’s hard to tell whether this reflects genuine step-change progress in AI or simply continued capital concentration around a small number of perceived winners.
  • ChrisArchitect17 days ago
    • SilverElfin17 days ago
      This sounds so vague and aspirational, and I can’t tell what they actually do. Yet they have all these investors. Will it be vaporware first and ultimately disappointing like thinking machines or whatever?
  • tartoran17 days ago
    I wanted what they do. Never mind, it's probably more about the money pumped into hot air...
  • diaoling9017 days ago
    [dead]