Does a trusted AI asset marketplace solve this issue?
The article discusses the trend of high valuations in AI deals occurring before any revenue is generated. It highlights that buyers prioritize acquiring proprietary data, models, and talent over traditional revenue proof. This pattern reflects a shift in how value is assessed in the AI marketplace, with a focus on scarce inputs and strategic assets.
- ▪Billion-dollar AI deals often price assets before any product or revenue is available.
- ▪Key assets in these transactions include proprietary data, models, and influential personnel.
- ▪Investors and buyers are willing to pay high valuations based on the potential of these assets rather than existing revenue.
Opening excerpt (first ~120 words) tap to expand
Why AI's Biggest Deals Price Assets Before RevenueA strange pattern runs through the biggest AI deals: price arrives before ordinary proof. No shipped product. No durable customers. The check still clears at nine or ten figures.Yumi W. KimuraMay 23, 202631ShareOn a SaaS spreadsheet, that looks irrational. To OpenAI, Google, Microsoft, Amazon, NVIDIA, and frontier investors, the logic is simpler: own scarce inputs before revenue makes them obvious.Three inputs keep showing up: proprietary data, models, and people who turn both into leverage. Buyers value famous people fastest and rights-cleared data slowest.
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Excerpt limited to ~120 words for fair-use compliance. The full article is at Hacker News (AI / LLM).
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