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AI market

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Nov 18, 2025 by Somesh Dash · across every show →

Everything said about AI market, oldest first

Nov 18, 2025 bearish
Prediction Not checkable as stated
Dash: AI is moving too fast and a market correction is near
“What is inevitable though, if you look at that six year period between the Netscape IPO and the downturn, and you say everything's happening at twice the speed, we're probably pretty close to being due for an AI correction.”
Somesh Dash Nov 18, 2025 ▶ 50:46 What 20 Years of Investing taught Somesh Dash of IVP after backing Perplexity, Figma, Dropbox
Sep 10, 2026 bearish
Opinion
Sankar: The AI market currently has more sellers than buyers
“I think there are more sellers than there are buyers right now in the market, right? It's like we're in the middle of this AI. Everything is AI. Everything's trying to sell something AI.”
Prukalpa Sankar Sep 10, 2026 ▶ 39:11 Why Startups Fails Even After Finding PMF | Prukalpa Sankar, Atlan
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