2min chapter

The Compound and Friends cover image

We Have Lost All Sense of Decorum

The Compound and Friends

CHAPTER

How to Decompose the Value of AI

The 10 megacap stocks, they're trading at a forward PE of 30.6 times. Once you move from names 11 to 50, again, by market cap, it drops to 18 and it just continues. The smallest hundred names are traded at 14 times so it earnings. If there is any sort of a hiccup and there probably will be, these names are going to get smoked.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode