Forward Guidance cover image

It Can Always Go Higher | "On The Margin" Round Up with Byron Gilliam and Jack Farley

Forward Guidance

00:00

The Mania of AI

I don't think we're in any kind of a mania at all. I'd be surprised if we ever got there. Like markets are different than they, than they were in 1999. There was just a lot like, you know, companies stay private longer now. And then venture capital, the valuations can creep up higher for longer before they have to go on to the IPO. You know, Uber can become a $60 billion company and then IPO, it doesn't have to IPO at a smaller valuation. So a pessimistic skeptical view is like the markets have become kind of a dumping ground for venture capital.

Play episode from 14:10
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app