AI valuations

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Nov 29, 2025 by Molly O'Shea · across every show →

Everything said about AI valuations, oldest first

Nov 29, 2025 bearish
Opinion
O'Shea: AI company valuations are betting on incrementalism, not moonshots
“We're betting on incrementalism for most of these valuations. We're betting on incrementalism with these companies and how they're going to compound.”
Molly O'Shea Nov 29, 2025 ▶ 9:31 What Travis Kalanick Taught Bradley Tusk, & Why He Closed His VC Fund · Sourcery with Molly O'Shea
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