90% of AI Companies May Be Overvalued
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- Опубликовано: 6 сен 2024
- We gather leading investors who are navigating a complex macroeconomic environment and evaluating opportunities in both the short-term and the long-term. From AI to energy, where are the next great investment targets? Can value be found amid volatility?
Raja Doddala, Managing Director, Churchill Asset Management Michelle Gonzalez, Corporate Vice President and Global Head, M12, Microsoft Mark Suster, Managing Partner, Upfront Ventures Moderator: Terri Burns, Founder and General Partner, Type Capital
#venturecapital #venturecapitalist #AI #futureofai
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The premium put on AI-labelling are bubble-inflating, not value-creating. The key question for AI is what problems will it solve and what profit and competitive impacts will that have? Most of what AI can do for company A is easy to replicate by company B, and thus is not competitive, just required to stay in the game, i.e. it is primarily a bottom line cost. Companies that will be able to capture real value (net profits) are those who substitute existing businesses by disrupting i.e. automating previously human-performed tasks. So to profit off AI, in the long-run, two categories are interesting: 1, incumbents capable to stay in the game by disrupting themselves (very few). 2, new businesses using AI to disrupting value chains.
Mark gets it
Mark is straight to the point
Wait what the Microsoft employee working for the company that has dumped the most money into AI doesn’t think there is overvaluation. What a snake
"thought leaders"
No shit Sherlock.
Not may. ARE.
Nvidia is extremely overvalued.
90% of AI Companies are Overvalued
The intonations are really crinGE?
This is old. Space X isn't in LA/San Diego anymore. Great video otherwise!
SpaceX is most definitely still in LA the C suites might have left but the engineering sure didn’t
❤❤❤❤❤❤
3:06 mark made a huge mistake when he said India’s population isn’t growing, it population still hasn’t peaked. It will peak around the 2050s-60s at 1.6-1.7 billion from the current 1.41 billion people.
dengue, tuberculosis, hepatitis...
@@manonamission2000what is it that you are trying to imply