AMT + ISO Exercise Calculator
Open →Plan Inflection AI ISO exercise around the AMT bargain element. Federal + state, AMT crossover, multi-year credit recovery.
Deep dive: Four AMT mistakes you can still fix before December 31 →Inflection AI is pre-IPO. Plan your AMT and NSO exercise tax at any valuation: current 409A FMV, expected IPO price, or post-IPO scenarios.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Plan Inflection AI ISO exercise around the AMT bargain element. Federal + state, AMT crossover, multi-year credit recovery.
Deep dive: Four AMT mistakes you can still fix before December 31 →Left Inflection AI with vested ISOs? Model the 90-day exercise-or-forfeit window: your deadline, AMT cost of exercising at once, and the share count that maximizes after-tax value.
Inflection AI NSO exercise tax (federal, state, FICA) plus a sell-vs-hold comparison for long-term capital gains.
Deep dive: Six NSO mistakes your tax advisor probably won't mention →Don't work at Inflection AI? Find another company.
Inflection AI is a privately held AI company, incorporated in Delaware and headquartered in Palo Alto, CA.
Last reported secondary-market price: $1.35 per share (as of 2026-06-09). Your own 409A may differ.
MS licensing partial.
Equity grants at Inflection AI typically include incentive stock options (ISOs) and non-qualified stock options (NSOs).
Inflection AI, Inc. is an American technology company which has developed machine learning and generative artificial intelligence hardware and apps, founded in 2022. The company is structured as a public benefit corporation and is headquartered in Palo Alto, California.
Source: Wikipedia (CC BY-SA 4.0)
Refounded in March 2024 after Microsoft hired co-founders Mustafa Suleyman and Karen Simonyan plus most staff in a roughly $650M licensing deal, Inflection pivoted from the Pi consumer assistant to enterprise AI under CEO Sean White. The Palo Alto lab now sells Inflection for Enterprise, letting regulated-industry customers fine-tune Inflection-2.5 and successor models on Azure. Total funding sits near $1.56B (Greylock, Microsoft, Nvidia, Reid Hoffman), and White says no fresh raise is needed. Recent moves include the BoostKPI acquisition and a push into empathetic customer-support and internal-employee agents.
Sources: techcrunch.com · venturebeat.com
Researched 2026-05-07.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Inflection AI.
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