Post-bubble · Free The World

Insights · Post-bubble

How big is the business after the rent gets repriced?

This page compares IPO market cap, current market cap, and an illustrative residual cap equal to current value minus the site's directional freed-capital estimate. It is a thought experiment with receipts, not a liquidation oracle.

Companies with IPO baseline

23 published company currently lacks an IPO comparison point.

Current cap in sample

$21.6T

Only companies with an IPO baseline are included in this view.

Illustrative residual cap

$18.9T

Current cap minus the portion the model sees as most vulnerable to open pressure.

Average IPO return

5,992.7x

Average IPO CAGR 34.2%.

Log-scale comparison

Now, and after the unwind

The chart compares each company's current market cap with an illustrative residual cap after subtracting the site's directional freed-capital estimate. The log scale keeps smaller residual values legible beside today's giants.

On mobile, the main story is presented as ranked cards first so you do not have to pan across the full comparison chart to understand the page.

NVIDIA

NVDA

5.2% challenged

Current cap

$4.3T

Residual cap

$4.1T

At risk

$222.5B

Apple

AAPL

6.3% challenged

Current cap

$3.7T

Residual cap

$3.5T

At risk

$234.3B

Microsoft

MSFT

15.9% challenged

Current cap

$3.3T

Residual cap

$2.8T

At risk

$523.2B

Alphabet

GOOGL

18.5% challenged

Current cap

$2.4T

Residual cap

$2T

At risk

$444.3B

Amazon

AMZN

13.7% challenged

Current cap

$2.2T

Residual cap

$1.9T

At risk

$301.3B

Meta Platforms

Broadcom

AVGO

10.7% challenged

Current cap

$1.1T

Residual cap

$982.2B

At risk

$117.8B

Tesla

TSLA

19.0% challenged

Current cap

$1T

Residual cap

$810B

At risk

$190B

Walmart

WMT

12.1% challenged

Current cap

$800B

Residual cap

$703B

At risk

$97B

Visa

7.9% challenged

Current cap

$595.7B

Residual cap

$548.8B

At risk

$46.9B

Palantir Technologies

PLTR

7.5% challenged

Current cap

$370.2B

Residual cap

$342.4B

At risk

$27.8B

Illustrative residual cap

Current market cap

Capital split

How much looks durable versus challengeable?

A second view sizes each bar by the company's current market cap, then splits the bar into residual value and the share the model believes could be repriced if substitutes compound.

Illustrative residual cap

Freed-capital potential

NVIDIA

Residual $4.1TAt risk $222.5B-5.2%

Current market cap $4.3T

Apple

Residual $3.5TAt risk $234.3B-6.3%

Current market cap $3.7T

Microsoft

Residual $2.8TAt risk $523.2B-15.9%

Current market cap $3.3T

Alphabet

Residual $2TAt risk $444.3B-18.5%

Current market cap $2.4T

Amazon

Residual $1.9TAt risk $301.3B-13.7%

Current market cap $2.2T

Meta Platforms

Residual $1.4TAt risk $446B-24.8%

Current market cap $1.8T

Broadcom

Residual $982.2BAt risk $117.8B-10.7%

Current market cap $1.1T

Tesla

Residual $810BAt risk $190B-19.0%

Current market cap $1T

Walmart

Residual $703BAt risk $97B-12.1%

Current market cap $800B

Visa

Residual $548.8BAt risk $46.9B-7.9%

Current market cap $595.7B

Palantir Technologies

Residual $342.4BAt risk $27.8B-7.5%

Current market cap $370.2B

Reference table

Published company comparisons

The table below keeps the underlying values visible for readers who prefer numbers before vibes.

Company	IPO cap	Current cap	Residual cap	At risk	IPO x	IPO CAGR
NVIDIA NVDA	$332,444,856	$4.3T	$4.1T	$222.5B 5.2%	12,934.5x	41.7%
Apple AAPL	$1.2B	$3.7T	$3.5T	$234.3B 6.3%	3,102.1x	19.4%
Microsoft MSFT	$519,017,373	$3.3T	$2.8T	$523.2B 15.9%	6,358.2x	24.5%
Alphabet GOOGL	$23.1B	$2.4T	$2T	$444.3B 18.5%	104.1x	24.0%
Amazon AMZN	$429,456,636	$2.2T	$1.9T	$301.3B 13.7%	5,122.8x	34.5%
Meta Platforms META	$81.2B	$1.8T	$1.4T	$446B 24.8%	22.2x	25.1%
Broadcom AVGO	$3.5B	$1.1T	$982.2B	$117.8B 10.7%	310.9x	41.3%
Tesla TSLA	$1.6B	$1T	$810B	$190B 19.0%	631.8x	50.8%
Walmart WMT	$21,450,000	$800B	$703B	$97B 12.1%	37,296.0x	20.9%
Visa V	$45.4B	$595.7B	$548.8B	$46.9B 7.9%	13.1x	15.4%
Palantir Technologies PLTR	$15.7B	$370.2B	$342.4B	$27.8B 7.5%	23.6x	78.1%

Current exclusions

These published companies have current market-cap and freed-capital data, but they do not yet have a usable IPO baseline in the published corpus, so they are excluded from the comparison charts instead of being faked into neatness.

AbbVieAdvanced Micro DevicesApplied MaterialsBank of AmericaBerkshire HathawayCaterpillarChevronCisco SystemsCoca-ColaCostcoEli LillyExxon MobilGE AerospaceJohnson & JohnsonJPMorgan ChaseMastercardMerck & Co.Micron TechnologyNetflixOraclePhilip Morris InternationalProcter & GambleRTX