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AI wave

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Dec 16, 2025 by Anthony Kaniowski · across every show →

Everything said about AI wave, oldest first

Dec 16, 2025 bearish
Opinion
Kaniowski: Pure SaaS companies were overvalued and AI is lowering their multiples
“My reaction to that dropping valuations is that I have the impression that pure SaaS companies have been overvalued for the past years, and now the AI wave is a reason for them to be valued at lower multiples.”
Anthony Kaniowski Dec 16, 2025 ▶ 20:37 Antoni Kaniowski on Venture Vuilding and the Future of Work with AI
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