Is there an AI bubble? VCs on valuations and ARR inflation
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This episode features a conversation recorded live at StrictlyVC LA in El Segundo between Connie Loizos; Chang Xu, partner at Basis Set Ventures; and Carter Reum, founder of M13. Together, they discuss whether today’s AI boom represents a bubble, how investors are thinking about soaring startup valuations and ARR growth, and what it takes to build a lasting company in an increasingly competitive AI landscape. The conversation also explores the opportunities and risks facing founders, the impact
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