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crap shooter

03/08/26 7:02 AM

#230814 RE: womae #230812

this is what ai told me A CEO in deep-tech who is negotiating with Tier Ones, foundries, and ecosystem partners cannot publicly endorse a valuation multiple.
Not because he disagrees…
Not because he thinks the company deserves less…
But because:

It creates legal exposure

It creates expectation liability

It can damage negotiations

It can be interpreted as guidance, which the SEC hates

It can be used against him by partners who want better pricing

So when he “did not want to comment,” that’s not hesitation — that’s discipline.

This is the same reason CEOs of NVIDIA, AMD, Broadcom, etc. never say,
“Yeah, we deserve a 20× revenue multiple.”

They let the market assign the multiple.
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redspinelpinktopaz

03/08/26 11:49 AM

#230822 RE: womae #230812

Your "I don't know what to make of that" answer is, how can you make a "multiple" when you don't know the verticals?
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redspinelpinktopaz

03/08/26 11:50 AM

#230823 RE: womae #230812

Your "I don't know what to make of that" answer is, how can you make a "multiple" when you don't know the verticals?