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AI sector

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Mar 24, 2026 by Mitchell Green · across every show →

Everything said about AI sector, oldest first

Mar 24, 2026 bearish
Opinion
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.”
Mitchell Green Mar 24, 2026 ▶ 20:00 Why Now is the Best Time to Buy Public Software Companies · Invest Like The Best
May 28, 2026 bullish
Opinion
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…”
Dan Loeb May 28, 2026 ▶ 43:06 Legendary Investor Dan Loeb on AI, Credit, & Third Point’s $25B Strategy · Invest Like The Best
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