← AI company valuations
What podcasts say about AI company valuations
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about AI company valuations
5 statements · 5 negative
Some companies valued at 50–100 times revenue are priced unsustainably.
“companies are being given far too much credit. They're being priced at 50 to 100 times top-line revenue. That's obviously not sustainable.”
Open the episode · GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil DealListen at 9:06
AI markets exhibit bubble-like overinvestment and valuations disconnected from potential earnings.
“everything about it does scream, this is a bubble, this is overinvestment. The valuations are completely disconnected from what the companies can potentially earn.”
Open the episode · Stock Take: The Anti-AI StockListen at 23:33
Investors question whether high AI-related valuations are justified.
“those very high valuations make sense”
Open the episode · ASML Gains, Rotork Soars, Publicis UpListen at 2:03
Excessively high AI-company valuation multiples will periodically correct.
“anytime the multiples get too high, okay, some corrections”
Open the episode · Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe CodingListen at 21:51
AI valuations will gradually deflate absent a major external geopolitical shock.
“the wind will come out of the AI valuations slowly it will deflate unless we have some external action like a war between China, blockading Taiwan or Senate.”
Open the episode · Why F1 Teams are Replacing Wind Tunnels with Smart Tape | E2305Listen at 45:29
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.