fundamentals
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 1, 2026 by Sam Lessin · across every show →
Everything said about fundamentals, oldest first
May 1, 2026 bearish
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, …”