
Start Early to Win in AI Valuations
Axiom Partners founder Sandhya Venkatachalam emphasizes starting early in AI investments. Venture capital is tackling the surge in valuations for AI businesses. Discussion on Bloomberg Deals with Dani Burger.
Tag: #valuations16 results

Axiom Partners founder Sandhya Venkatachalam emphasizes starting early in AI investments. Venture capital is tackling the surge in valuations for AI businesses. Discussion on Bloomberg Deals with Dani Burger.

Ethan Choi, partner at Khosla Ventures, states some AI model startups are a little overvalued. He justifies the valuations citing high buildout costs and massive upside potential. Choi emphasizes the world has only scratched the surface of AI possibilities.

36Kr's 180th asset message board lists buyers seeking old shares in StrongBrain Tech valued at up to $1.6B and LP shares in Qingwei Intelligent at 190B RMB valuation. Other targets include AI chip firms like Tianshu Zhixin, Enflame, and Kunlunxin. Traders can contact for direct old stock or LP transfers.

Industry experts warn that AI startups relying on hype and LLMs without real-world impact face a bubble burst similar to dot-com era. Success requires solving client problems, customer validation, and rebuilding operations from scratch. Fewer foundational models mean vertical apps must deliver durable revenue.
With the S&P 500 approaching a record closing high, Invesco portfolio manager Ananya Lodaya discusses the global rally. The conversation examines whether European market gains are linked to the AI race or driven by other factors.

AI fears drive stock selloffs but analysts see attractive valuations in European AI-impacted firms. Investors and analysts clash on assessing AI disruption risks. This reveals uncertainty in AI's market reckoning.