Oli Baseley

🇬🇧 in 🇺🇸 | International Expansion @meet_Dandy | previously spent 7 years building AVs at @aurora_inno & @zoox | views my own!

[Oli Baseley @OliBaseley]

Ran a dilution analysis of $ZM ’s stake in Anthropic based on every public fundraise & Zoom’s SEC fillings:

Started with 1.11%, today they have <0.39%. Ie ~ $3.1bn stake in $800bn Anthropic.

Zoom is trading at $32bn, $22bn enterprise value.
16 P/E today & 17 forward P/E (ie no longer a growing SW business).

TLDR: Anthropic stake has already been priced in!

[Oli Baseley @OliBaseley]

@NishantChandra2 @pitdesi Sadly for them dilution is higher than people are estimating:

[Oli Baseley @OliBaseley]

Ran a dilution analysis of $ZM ’s stake in Anthropic based on every public fundraise & Zoom’s SEC fillings:

Started with 1.11%, today they have <0.39%. Ie ~ $3.1bn stake in $800bn Anthropic.

Zoom is trading at $32bn, $22bn enterprise value.
16 P/E today & 17 forward P/E (ie no longer a growing SW business).

TLDR: Anthropic stake has already been priced in!

[Oli Baseley @OliBaseley]

Ran a dilution analysis of $ZM ’s stake in Anthropic based on every public fundraise & Zoom’s SEC fillings:

Started with 1.11%, today they have <0.39%. Ie ~ $3.1bn stake in $800bn Anthropic.

Zoom is trading at $32bn, $22bn enterprise value.
16 P/E today & 17 forward P/E (ie no longer a growing SW business).

TLDR: Anthropic stake has already been priced in!

[Oli Baseley @OliBaseley]

@DanReese21 College station?

[Oli Baseley @OliBaseley]

@EdLudlow Please cover OpenAI, Chelsea, and all the other companies spraying $$$

[Oli Baseley @OliBaseley]

@ankurnagpal Not understanding the liquidity for USVC. It’s 5% per quarter each or on aggregate? Can you add more context!

[Oli Baseley @OliBaseley]

@EdLudlow What about anthropic! Will they also pull access?

[Oli Baseley @OliBaseley]

@saranormous @johnolilly @Apple Go in person!

[Oli Baseley @OliBaseley]

@bearlyai Not here for Evan talking to Meta about what builds a durable business, when Snap's stock comp over time exceeds it's market cap and they've never made money.

[Oli Baseley @OliBaseley]

@TMuk_news This is dumb, Haaland is on insane wages &amp; agent fees.

[Oli Baseley @OliBaseley]

@pitdesi Tesla is like Arsenal, you're always waiting for next year.

[Oli Baseley @OliBaseley]

@BenjiNaesen If you come for the king...
https://t.co/KJAjQ45lVh

[Benji Naesen @BenjiNaesen]

Completely unrealistic, but I believe the UCI should be replaced by a joint board with representation from AIGCP (teams), AIOCC (races), UCI (as regulatory oversight), an independent rider's union, and independent experts in specific fields like media, finances and safety. 🤷‍♂️

[Oli Baseley @OliBaseley]

@acervokyjenner She lives in LA where is the flying to...?

[Oli Baseley @OliBaseley]

@SpursOfficial Imagine posting this and losing 3-0 at home

[Oli Baseley @OliBaseley]

@tomhfh UK government should charge them for evacuating

[Oli Baseley @OliBaseley]

@amir generational diversification!

[Oli Baseley @OliBaseley]

@elonmusk @elonmusk Why restore not reform?

[Harry Campbell 🇺🇸 @TheRideshareGuy]

Tough love here but hard to argue with the quantitative stats about teslas robotaxi. Nice work tracking it all @ethanmckanna!

[Oli Baseley @OliBaseley]

@binarybits @ramez People are so uniformed.

[Oli Baseley @OliBaseley]

@ankurnagpal Norway has many of the best athletes in the world across summer sports too: running, triathlon &amp; football.

It's not surprising if you pay attention to elite sport.