AI can transform the economy while disappointing investors. Anthropic’s anticipated IPO, neocloud debt and circular financing expose the tension between technological progress and financial returns, with consequences for founders, VCs and the capital funding the boom.
Are we in a venture bubble, or at the beginning of the biggest technology investment cycle of our lifetimes?
“When people get very excited, as they are today about AI for example, **every experiment gets funded, every company gets funded — the good ideas and the bad ideas — and investors have a hard time, in the middle of…
It’s no secret that artificial intelligence has fundamentally reshaped market dynamics, prompting a frenzied pursuit of transformative potential among both company founders and venture capitalists. Yet, the recent surge in valuations for nascent AI ventures often defies conventional financial logic,…
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