如果人工智能业务是有史以来最伟大的业务,为什么他们还要进行首次公开募股(IPO)?
我理解需要更多资金和计算能力。但是,如果他们如此先进和优秀,为什么他们的私人投资者和股东会让这个数万亿美元的机会溜走呢?私人市场和家族办公室在万亿美元的层面上非常庞大。确实,他们可以在私人融资中筹集资金,直到字母Z,保持私有,就像一些公司能够做到的那样?为什么要出售这项有史以来最伟大商业的所有权?
标准石油从未上市,他们在巅峰时期占据了超过10%的GDP,确实,真正自我进化的人工智能的价值将会高出数倍?甚至没有垄断拆分的风险,因为已经有多个竞争者。
简单来说,他们并不相信当前的估值能证明未来的显著增长。他们需要退出自己的投资,尤其是在当前估值周围存在波动风险的情况下。
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I understand need for more money and more compute. But if they are so advance and great. Why are their own private investors and private share holders letting this multiple trillion $ opportunity go away? Private markets and family offices are big at $trillion level. Sure they could raise until Z letter in private rounds, stay private like some companies be able to for for their entire time? Why sell ownership of the greatest business ever created?<p>Standard Oil never went public, they had more than 10% of the GDP at top and true, self advancing AI would worth multiple times higher? There is not even monopoly breakdown risk because there are already multiple competitors.<p>Or simply put, they don't believe the current valuation justifies significant future growth. They need to exit their position, especially given the risk of volatility around the current valuation?