Fundamentals
topic on 4 shows · 4 statements across 4 episodes
More or Less 
the Knowledge Project 
the Neon Show 
20VC
4 statements about Fundamentals, every show
Sam Lessin says AI venture asset pricing is driven purely by narrative
“Well, and the reality of the price of any of these things you're investing in has nothing to do with reality. It only has to do with the price That it already was, and then where it's going, and therefore, it's all just on story, right? Which is really scary, …”
Scilipoti: Equity markets have entered a period of extreme euphoria
“I think we're in what seems to be, you know, and I hate calling things bubbles, but I think we're in a period of extreme euphoria”
Cathie Wood: Fundamentals Will Disrupt Benchmark Investing Within Years
“Fundamentals are going to disrupt that way of thinking during the next few years.”