Market Cycles and AI
Michael reflects on the cyclical nature of markets, drawing parallels between past bubbles and the current investment landscape. He emphasizes the unique opportunities arising from reduced competition and the emergence of AI technologies, which are reshaping investment strategies. As the market evolves, he believes that finding strong returns will become more accessible despite initial challenges.In this clip
From this podcast

Capital Allocators – Inside the Institutional Investment Industry
Michael Carmen – Late-Stage Private Investing at Wellington (EP.332)
Related Questions
What is being said about the AI bubble?
Are we in an AI bubble as discussed in the episode Prof G Markets: Live From SXSW and the clip AI Market Dynamics?
Is there an AI asset bubble as discussed in the episode 20VC: Why We Are in a Bubble & Now is Frothier Than 2021 | Why $1M ARR is a BS Milestone for Series A | Why Seed Pricing is Rational & Large Seed Rounds Have Less Risk | Why Many AI Apps Have BS Revenue & Are Not Sustainable with Saam Motamedi @ Greylock and the clip AI Investing Bubble?