AI wave

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 17, 2026 by Joe Lonsdale · across every show →

Everything said about AI wave, oldest first

Feb 17, 2026 bullish

Opinion

Lonsdale: AI Enterprise Value Will Be 10X Larger Than Cloud SaaS

“I think it's worth like 10 times as much. And I think that's true of this wave in general. There's some like huge multiple difference right now. So whatever we did the last 10 years is like exponential.”

Joe Lonsdale Feb 17, 2026 ▶ 8:39 Top Tech Investors: This AI Wave Is 10X Bigger Than SaaS · Joe Lonsdale

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AI wave

Everything said about AI wave, oldest first

Turn any episode into a week of clips.