AI Valuations
topic on 3 shows · 3 statements across 3 episodes
Sourcery 
the a16z Podcast 
20VC
3 statements about AI Valuations, every show
Clark: 80% of respondents in UK VC survey call AI valuations too high
“So it's funny, one of my colleagues was at a conference yesterday that was run by the UK Venture Capital Association. And they surveyed the audience saying, you know, what do you think about AI valuations today? You know, too high, about right, you know, too l…”
O'Shea: AI company valuations are betting on incrementalism, not moonshots
“We're betting on incrementalism for most of these valuations. We're betting on incrementalism with these companies and how they're going to compound.”
Deven Parekh: 2023 AI valuations are in a hype cycle ahead of fundamentals
“Look, we think right now in 23, the valuation, we're in a hype cycle. The valuations are way ahead of Where companies are, and you're seeing companies who've raised money as recently as six or nine months ago who are already being impacted by something develop…”