Podbit · Excess Returns
Michael Mauboussin's base rate framework showed that OpenAI's growth projections would be unprecedented in corporate history. Then Anthropic came along and obliterated those already-unprecedented projections. The tech giants keep breaking the models used to value them.
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At 33:45 · chapter starts 31:00
Mauboussin's base rate paper showed OpenAI's growth projections would be unprecedented; Anthropic's actual growth then obliterated those projections. Time Magazine's AI cover may signal a market top. [1] — Jack "Michael Mauboussin's base rate framework showed that OpenAI's growth projections would be unprecedented in corporate history. Then Anthropi…" 33:45
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