AI Market Structure | Pauline Yang, Partner at Altimeter Capital
Infinite Curiosity Pod with Prateek Joshi
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Investing in AI - What Misconceptions Irk You the Most?
I'm a big believer that for the best businesses, you pay premium prices. But I think I still have seen investors act like valuation is irrelevant. You can create value and still have paid for an overpriced asset. And so we're all trying to figure out what that means right now,. particularly in a very hyped market like AI.
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