early stage AI startups
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 11, 2024 by Alex Kolicich · across every show →
Everything said about early stage AI startups, oldest first
Oct 11, 2024 bearish
Early-stage 100x AI multiples are unsustainable artifacts of mega-fund capital oversupply
“There are rounds happening that are 102 hundred X revenue in the early stage markets, and even there you have to assume, you know, you're gonna have 10 X Multiple compression in the later stage rounds. So I don't think those are sustainable for any period of t…”