venturecapital

So do we think this is sustainable or not?

Huge disconnect between AI fundraising and revenue.

Husband | VP Defense Strategy @darkhive | reserve officer @usarmy | lifelong learner & leader | alum @harvardHBS @westpoint_USMA

you probably don’t think about liquidity enough // it is what it is  // build value, not valuation

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Well said.  Think there will be a lot of  M&A at reduced valuations that still returns investor capital based on liquidity preference.

There will be no growth investors for many of these - they’ll just be great licensing tech or M&A opportunities for the incumbents.