The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta | How to Play AI in the Public Markets | China & Europe: Is the Future Bleak | The Opportunity for Crossover Funds with Jeff Wang, Managing Partner @ SCGE
Jeff Wang
I think Nvidia's price is reasonable if you think it's gonna continue to keep going. So Nvidia trades at what, 25 times next year earnings. I think the bigger question is what does 26 look like? You know, hyperscaler CapEx is going up. I think it's going up at a rate that is surprising to us. It's grown what, 50% year over year this year. 25 grows another 30%.
0
💬
0
Comments
Log in to comment.
There are no comments yet.