
145. Was Ted Kaczynski Right? How Screwed Is Trump? Cardano Meltdown
Alfalfa Podcast
00:00
The Importance of Valuation in AI
When I look at the valuations of these like AI plays it like I can't buy them. I just don't like buying here and honestly this probably could lead into a better discussion about valuations whether they matter or not. That's a fair question. And you know like I think you can apply that term more pointedly in different areas right? So Nvidia is trading at I mean we could pull it up right now I don't know off the top of my head probably 37 times sales it's trading at 250 times earnings but the denominators are always changingright. Yes let's forget about ETH right I'm talking about when people say the valuation is too high right. What do they
Transcript
Play full episode