AI Sector
topic on 7 shows · 9 statements across 9 episodes
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9 statements about AI Sector, every show
Shkreli: AI rally to new highs is possible because Wall Street is skeptical
“I think the most unexpected thing is it would be if we saw brand new all-time highs for the entire thing. I think almost everyone on Wall Street is skeptical this will happen, which means is it has a chance of happening.”
Gurley: Circular AI cloud deals heighten correction risk while delaying it
“Some of the, these quote circular deals that people are talking about enhance the probability that we'll have a correction, but also extend the time before we have one.”
Loeb: AI and hyperscalers are the most attractive market sector
“Unless you are really draconian or negative, and you think that somehow the AI world is going to roll over in 31 or 32, I think it's some of the most attractive, you know, I think it's the most attractive sector right now. It's where the bulk of our capital is…”
Mitchell Green: Assuming 20x-25x exit multiples for AI deals is insanity
“I think how they're going to get in trouble today and all this AI stuff is they just assume the exit multiple is 20 to 25 times. That's insanity.”
Clegg: AI market will see a correction and massive financial losses
“Clearly, at some point, something's got a right size, something's got, someone's gonna lose a bunch of money, there's gonna be a correction.”
Scilipoti: Vendor-Financed AI Chip Bubble Is Highly Vulnerable to Collapse
“But if this is happening over hundreds of transactions, where it's making investments like this, in its own customers, then what ends up happening if all of a sudden it runs out of the ability to get cash or the customers end up having problems selling service…”
Sacks: AI market pullback is a healthy correction, not a bust
“I don't think this was the beginning of a bus cycle or something like that. I still think that we're in a boom. I still think we're in a investment super cycle”
Investors Will Only Fund Billion-Dollar Burn Rates in AI Today
“Today, I don't know that many companies outside of AI that where people will give you a billion dollars to lose. But today, you know, that exists in AI. It doesn't exist in a lot of other areas.”
Gurley: Microsoft's Inflection deal is a warning against overpaying in AI
“This is a warning sign that you can't just pay any price For any deal in the AI sector and get paid. And cause I don't, you know, this, I don't see this now. I don't see the current status as a company that's going to have a venture-like return from here.”