AI infrastructure
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Nov 8, 2024 by Peter Walker · across every show →
Everything said about AI infrastructure, oldest first
Nov 8, 2024 neutral
Walker: AI Infrastructure Commands High Premiums While AI Adopters Get Median Valuations
“Investors at least as far as we can tell, are being a little bit more discerning about, hey, this is an, a core AI infrastructure, dev tool, whatever company whose fundamental existence is predicated on AI existing first, and we're going to give them one valua…”