Valuation Frameworks for AI Winners

Theory Ventures’ GP Tomasz Tunguz talks with TITV Host Akash Pasricha about Anthropic’s massive Claude Mythos model and when the startup could realistically surpass Nvidia’s market cap. We also talk with The Information’s Yueqi Yang about Polygon Labs’ $100M pivot into stablecoin payments and Aaron Holmes about why AI agents are causing outages at GitHub. Lastly, we get into a valuation framework that suggests Nvidia is 400% undervalued with our Senior Finance Editor Ken Brown.

Articles discussed on this episode: 

https://www.theinformation.com/newsletters/the-information-finance/nvidia-worth-22-trillion-old-school-financial-model-says-yes

https://www.theinformation.com/articles/polygon-labs-talks-raise-100-million-payments-business

https://www.theinformation.com/newsletters/applied-ai/microsofts-github-sees-booming-traffic-outages-ai-agents-flood-platform

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