Hacker News: dsdsfaahttps://news.ycombinator.com/user?id=dsdsfaaHacker News RSShttps://hnrss.org/hnrss v2.1.1Wed, 20 May 2026 08:10:07 +0000<![CDATA[New comment by dsdsfaa in "Gemini 3.5 Flash"]]>Cut the crap.

The value of the firm's operating assets = EBIT(1-t) - Reinvestment

You (Anthropic) want that sky-high valuation? Accept reinvestment is part of the equation.

If they decide to stop reinvesting, then they are as good as dead.

Moreover, they clearly are not re-investing cash flows from operations. Why do you think they are continually raising money? Lmao.

]]>Wed, 20 May 2026 01:05:55 +0000https://news.ycombinator.com/item?id=48201793dsdsfaahttps://news.ycombinator.com/item?id=48201793https://news.ycombinator.com/item?id=48201793<![CDATA[New comment by dsdsfaa in "Gemini 3.5 Flash"]]>and to make matters worse, they are massively over-valued.

Whoever buys the stock at a richly priced 1tn at ipo is a bozo lmao. I know I know, index funds will be forced to hold it bypassing the 1 year rule. Disaster already.

]]>Wed, 20 May 2026 01:01:36 +0000https://news.ycombinator.com/item?id=48201749dsdsfaahttps://news.ycombinator.com/item?id=48201749https://news.ycombinator.com/item?id=48201749