ai plays

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 8, 2025 by Dave Morin · across every show →

Everything said about ai plays, oldest first

Aug 8, 2025 bearish
Opinion
Dave Morin: Figma's IPO valuation is driven entirely by AI hype
“The only explanation for this is that this is absolutely based on excess demand for AI plays. Like, it's like, that's the only explanation for the price.”
Dave Morin Aug 8, 2025 ▶ 13:01 #111 Figma, OpenAI, Canva: Meme Stock IPOs in Silicon Valley · More or Less Podcast
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