Is there an AI bubble? VCs on valuations and ARR inflation
This episode features a conversation recorded live at StrictlyVC LA in El Segundo between Connie Loizos; Chang Xu, partner at Basis Set Ventures; and Carter Reum, founder of M13. Together, they discuss whether today’s AI boom represents a bubble, how investors are thinking
Why it matters
This story from TechCrunch Funding is relevant to the Funding branch of the AI ecosystem and may affect models, products, or research direction.
Technical breakdown
This episode features a conversation recorded live at StrictlyVC LA in El Segundo between Connie Loizos; Chang Xu, partner at Basis Set Ventures; and Carter Reum, founder of M13. Together, they discuss whether today’s AI boom represents a bubble, how investors are thinking about soaring startup valuations and ARR growth, and what it takes to […]
Business impact
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