The Startup Leap podcast

Can AI Startups Justify These Crazy Valuations?

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Big tech is spending over $560 billion on AI infrastructure this year, bigger than the entire global venture capital industry in a normal year.

And everyone outside the room is calling it a bubble.After assessing 7,000 companies and investing in 70+ startups, Maria breaks down the math behind today's AI valuations, and explains why the "bubble" framing misses what's actually happening.

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