481. Co-Founding Meritech, Betting Early on Facebook and Salesforce, Avoiding Shiny Objects, and Thinking Like a Public Market Investor (Paul Madera)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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Navigating AI Valuation in an Uncertain Market
This chapter explores the complexities of pricing AI startups in a fast-changing market, highlighting the substantial investments and inflated valuations. It draws parallels between the current AI excitement and past tech bubbles, considering the potential impact on future market stability.
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