cloud era

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 3, 2025 by Navin Chaddha · across every show →

Everything said about cloud era, oldest first

Oct 3, 2025
Assertion Supported
Chaddha: Early-stage AI valuations are dramatically higher than cloud era
“Clearly from where we were investing in the cloud era or the mobile era, valuations are dramatically up.”
Navin Chaddha Oct 3, 2025 ▶ 10:54 Vibe Coding, AI Valuations & the Supercycle | Navin Chaddha, Mayfield · Sourcery with Molly O'Shea
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