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Tech Valuations Not Absurd, Bears ‘Just Bitter’: BMO’s Belski

Sep.25 — BMO Capital Markets Chief Investment Strategist Brian Belski says that current technology company valuations are “not absurd” as the sector’s earnings have stabilized over the last 10 years. He speaks with Bloomberg’s Jonathan Ferro on “Bloomberg The Open.”

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Sep.25 — BMO Capital Markets Chief Investment Strategist Brian Belski says that current technology company valuations are “not absurd” as the sector’s earnings have stabilized over the last 10 years. He speaks with Bloomberg’s Jonathan Ferro on “Bloomberg The Open.”

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10 Comments

10 Comments

  1. Ms Taylor

    September 25, 2020 at 2:51 pm

    Yea they’re on the verge of having complete control of everybody’s lives including their health. Humans are just slaves now. ☺️☺️

    • Oliver Berner

      September 25, 2020 at 4:54 pm

      – “Guess if I draw a stick figure and convince the right people to valuate the stick figure to a value of lets say 2.6 billion dollars, then that is its value and that wouldnt be absurd but only mean any protester or party who disagrees are just jealous or bitter…” That is sort of the argument when simplified. And means that colluding to rig society and the economy is okay…” They do this all the time… Pretty sure they would put a thousand dollar price tag or more on used toilet paper from Bill Gates..” Even though its just paper with poop residue.” But the inherent value is that the person from which the residue comes from allegedly warrants the value being influenced. The moment when brand means more than product etc…”

  2. A B

    September 25, 2020 at 2:52 pm

    If you love America, vote for Trump. A vote for Biden is a vote for the dismantling of Bill of Rights, school & business closures, defunding the police, antifa & BLM riots and lootings, communism, invasion of illegals, censorships, and cancel culture.

    • Pablo Martinez

      September 25, 2020 at 4:23 pm

      A B

    • Mfundo Jose

      September 25, 2020 at 5:51 pm

      Most of these things are happening during his presidency ???? if you love America you’ll come to your senses.

  3. Techie Science

    September 25, 2020 at 3:01 pm

    Great video????????

    Greetings from TECHIE SCIENCE youtube channe!????????

    • Oliver Berner

      September 25, 2020 at 6:58 pm

      I wonder what his thoughts are on the “wework” valuation, which one was correct… He can’t have it both ways can he… How about Enron? Or pharmaceutical companies price gaughing like Martin Shkrieli… Was the high price warranted, since it was a valued commodity… Thereby making the re-evaluation of pricing justified.

  4. Aperture LLC

    September 25, 2020 at 3:26 pm

    I just totally don’t think Apple is the world’s leading company with a trillion dollars. Apple doesn’t do nearly enough to be that.

  5. Jesse Potato

    September 25, 2020 at 4:26 pm

    No

  6. Petra - wir uns kennenlernen

    September 26, 2020 at 1:52 pm

    1:10 knorrig

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Bloomberg Technology

Anthropic Files for IPO in Global Race to Raise Cash for AI

Anthropic filed for its long-awaited IPO, a landmark moment in an industry that is growing ever-hungrier for cash to power ahead. Ed Ludlow reports. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow here:   Get the latest in tech from Silicon…

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Anthropic filed for its long-awaited IPO, a landmark moment in an industry that is growing ever-hungrier for cash to power ahead. Ed Ludlow reports.
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Bloomberg Technology

Anthropic Drops Its S-1, Giving Market Glimpse Into Finances

Bloomberg’s Ed Ludlow takes a look at Anthropic’s regulatory filing as the company prepares to go public under the ticker ANT. The S-1 revealed Anthropic’s revenue and spending, along with its plan for an unusual corporate structure. Plus, venture investors are in line for a big payday when Anthropic goes public. Matt Murphy from Menlo…

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Bloomberg’s Ed Ludlow takes a look at Anthropic’s regulatory filing as the company prepares to go public under the ticker ANT. The S-1 revealed Anthropic’s revenue and spending, along with its plan for an unusual corporate structure. Plus, venture investors are in line for a big payday when Anthropic goes public. Matt Murphy from Menlo Ventures and Byron Deeter from Bessemer Venture Partners discuss what they think happens next for the AI market.

00:00:00 – Bloomberg Tech Begins
00:00:45 – Shirin Ghaffary & Sridhar Natarajan on Anthropic IPO filing
00:06:03 – Gil Luria, DA Davidson on Anthropic’s cost of compute
00:15:06 – Lori Keith, Parnassus Investments on Anthropic Investments
00:21:01 – Sarah Frier on Meta raising money for AI spending
00:23:31 – Brody Ford on Microsoft offering buyouts to 60,000 workers
00:24:47 – Natasha Mascarenhas on Anthropic funding details
00:27:47 – Rohit Kulkarni, Burnham Park on Anthropic IPO filing
00:34:20 – Byron Deeter, Bessemer Venture Partners on Anthropic
00:41:58 – Rachel Metz, Bloomberg News
00:44:13 – Matt Murphy, Menlo Ventures on Anthropic IPO
——–
“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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Bloomberg Technology

Anthropic IPO Is the “One We’ve Been Waiting For”: Bessemer’s Deeter

Anthropic’s IPO will finally give public market investors a chance to get into the software side of AI, says Byron Deeter, partner at Bessemer Venture Partners. Bessemer first invested in Anthropic during its Series D, and Deeter explains the impact Anthropic going public will have on limited partners. He joins Ed Ludlow on “Bloomberg Tech”.…

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Anthropic’s IPO will finally give public market investors a chance to get into the software side of AI, says Byron Deeter, partner at Bessemer Venture Partners. Bessemer first invested in Anthropic during its Series D, and Deeter explains the impact Anthropic going public will have on limited partners. He joins Ed Ludlow on “Bloomberg Tech”.
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