Reading up on Goldman Sachs
8 deep · digging since feb 16
- Is SpaceX Worth $1.77 Trillion? It’s a Pie in the Sky, Some Investors Say
Investors question SpaceX's $1.77 trillion valuation as the company loses money and faces skepticism about its revenue projections.
- The hottest stock market in the world has doubled this year. And Goldman Sachs sees another 40% gain from here. - MarketWatch
Goldman Sachs raised South Korea's Kospi index target to 12,000, forecasting another 40% gain driven by the semiconductor cycle that it says markets still underestimate.
- The AI Trade Hits Overdrive, Powering Stocks to Historic Gains - WSJ
The S&P 500 surged 16% in April-May fueled by memory-chip stocks, reminiscent of the dot-com boom, and history suggests further gains ahead.
- Goldman Hits the Jackpot After Banks’ ‘Dogfight’ to Lead SpaceX’s I.P.O.
Goldman Sachs won the highly competitive mandate to lead SpaceX’s initial public offering, expected to be the largest in history.
- Opinion | I’m the C.E.O. of Goldman Sachs. The A.I. Job Apocalypse Is Overblown.
Goldman Sachs CEO argues AI will create more jobs than it eliminates, though HN commenters call this perspective detached from the reality of junior analyst displacement and mass layoffs.
- Gen Z is not booing AI. It is booing its own job market
Gen Z's booing at commencement speeches reflects accurate reading of job market data showing AI will disproportionately displace entry-level workers, not generational confusion.
- Anthropic Unveils $1.5 Billion Joint Venture With Wall Street Firms - WSJ
Anthropic, Blackstone, Hellman & Friedman, and Goldman Sachs launch a $1.5 billion joint venture to sell AI tools to businesses, including private-equity portfolio companies.
- Anthropic raises $30B in Series G funding at $380B post-money valuation
Anthropic raised $30B in Series G funding at a $380B valuation, with a $14B revenue run rate and $2.5B from Claude Code. Hacker News commenters debated valuation sustainability, competitive moats, and risks of enterprise AI overinvestment.