AI venture capital

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 22, 2026 by Nikesh Arora · across every show →

Everything said about AI venture capital, oldest first

Jun 22, 2026 negative
Opinion
Arora: AI venture investing is driven by excessive euphoria and FOMO
“My concern would be at this point in time, given the base at which technology is evolving, given the uncertainty in terms of what's going to work, what's not going to work, I'm worried that it might be too much euphoria and a bit of FOMO going around in terms …”
Nikesh Arora Jun 22, 2026 ▶ 1:11:06 Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs · 20VC with Harry Stebbings
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