The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Foundation Models are the Fastest Depreciating Asset in History, Lina Kahn is a Threat to American Capitalism, PE is Not Coming to Save the M&A Market & How China Could Overtake the US in the AI Race with Michael Eisenberg
Jun 19, 2024
Michael Eisenberg, co-founder and GP at Aleph, dives into the rapid depreciation of foundation models in AI, suggesting they may be the worst investment ever. He challenges the notion that private equity will save the M&A market and discusses the potential IPO landscape. Eisenberg raises alarms about Lina Kahn's threat to capitalism and explores the competitive dynamics between the US and China in AI. He also reflects on lessons from the dotcom era, emphasizing the need for startups to adapt in an evolving tech landscape.
56:29
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Quick takeaways
- AI investing involves risks and value accrual, lessons from dot com era.
- Private equity may not save software companies, IPOs are viable exit strategies.
Deep dives
AI Transformation and Financial Gold Rush
AI technology is acknowledged as transformative, likened to the internet's impact. The current AI boom offers immense growth potential but also involves substantial financial risks akin to past technology bubbles. Despite the financial gold rush, foundational companies and groundbreaking technologies are expected to emerge, although significant financial losses are also projected.
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