Provide a best in class estimate of the EBITDA and EBITDA margins for each of the following companies, decomposed by top line revenue, operarting expenses with technology expense, headcount, depreciation, and other expenses broken out, noting that they are private companies so you will need to do a lot of deep dives and research. SemiAnalysis (I have been "t…

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Provide a best in class estimate of the EBITDA and EBITDA margins for each of the following companies, decomposed by top line revenue, operarting expenses with technology expense, headcount, depreciation, and other expenses broken out, noting that they are private companies so you will need to do a lot of deep dives and research. SemiAnalysis (I have been "told" they do in excess of $30M in revenue), Fund A AI (https://funda.ai/), AlphaSense, Hebbia, Rogo, LinqAlpha, and Fabricated Knowledge. Please do this for all seven of these companies. Note any similar companies that I am missing.

Gray smoke — a verdict was reached, with dissent.

The Answer

ACCEPT Claude Opus 4.7 (with specific reliance on GPT-5 for accounting methodology).

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The Reasoning

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Notable challenges

Sources

The Panel

Claude Opus 4.7 DeepSeek V4 Pro Gemini 3.1 Pro Grok 4 Magistral Medium GPT-5