Clouded Judgement 9.27.24 - The Foundation of Foundation Models
Clouded Judgement
SEPTEMBER 27, 2024
Microsoft launched Azure in 2010, and Google launched GCP to the public in 2011 (they launched a preview of Google App Engine in 2008, but made it publicly available in 2011). Revenue multiples are a shorthand valuation framework. So a company trading at 20x NTM revenue that is projected to grow 100% would be trading at 0.2x.
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