22min chapter

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Superintelligence, Bubbles And Big Bets: AI Investing in 2024 | Matt Turck & Aman Kabeer, FirstMark

The MAD Podcast with Matt Turck

CHAPTER

Navigating the AI Investment Landscape

This chapter analyzes the current trends and high valuations in the technology market, particularly focusing on AI companies like NVIDIA and emerging startups. It discusses the risks and expectations tied to inflated valuations compared to revenue, while exploring whether the AI sector is experiencing a bubble. The conversation also reflects on the rapid growth of AI technology, its impact on established tech firms, and the evolving dynamics in both public and private markets.

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