zlacker

Going public is not a trivial thing for a company to do. You may want to bring in additional facts to support your thesis.

>>fragme+(OP)
Going public also brings with it a lot of pesky reporting requirements and challenges. If it wasn't for the benefit of liquidity for shareholders, "nobody" would go public. If the bigger shareholders can get enough liquidity from private sales, or have a long enough time horizon, there's very little to be gained from going public.

>>fragme+(OP)
Fwiw I’m not making a comment on companies which have transitioned from private to public or doing any sort of strategic analysis related to that. I’m merely saying if we index on publicly traded companies which have made substantial AI investments, the story isn’t super clear, i.e. as an investor there is not yet a solid positive thesis for the economics of LLM that would rate the tech as a buy. It doesn’t help that information is sparse here and that AI investments in general is clustered around a few megacap stocks with other interests outside of AI writ large