Investment Circularity
Alok discusses the intriguing dynamics of investment in OpenAI, highlighting its staggering valuation of $126 billion and the circular flow of money between investors like Microsoft and Nvidia. He questions whether the current valuations are sustainable, noting the unusual nature of venture capitalists leading follow-on rounds. With a critical eye on the private market, he expresses skepticism about the potential for overvaluation amidst a landscape of hyper-growth opportunities.In this clip
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Equity
AI illusions and navigating The Money Trap with Alok Sama
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