The AI boom could face a capital-markets adjustment without undermining the technology’s long-term potential, according to Cack Wilhelm, general partner at IVP. She discusses why AI productivity may take time to show up in corporate results, the “compounding advantage” that helped drive IVP’s early bet on Perplexity, and why venture returns are becoming even more concentrated around a small number of breakout winners. She joins Ed Ludlow on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:
Get the latest in tech from Silicon Valley and around the world here:
Connect with us on…
X:
Facebook:
Instagram:
Follow Ed Ludlow on X here:
Follow Caroline Hyde on X here:
Listen to the daily Bloomberg Technology podcast here:
More from Bloomberg Business
Connect with us on…
X:
Facebook:
Instagram:
LinkedIn:
TikTok:
@ampedampson5140
August 13, 2026 at 2:12 pm
Golden age for the stock holders and CEOs. Consumer technology is going to skyrocket in price over the next few years
@ElfProduct
August 13, 2026 at 2:27 pm
Cack you stumbled there a little bit on here
@jacqueline7389
August 13, 2026 at 2:32 pm
Such an asinine headline. There are scores of protests around data center development and Flock systems. There is a constant stream of business news reporting about whether we’re in a bubble and how spectacular the fall will be. The delusion of guests like Cack is what’s triggering a crisis of credibility. We see through the bs, lady.
@citadelo5ricks
August 13, 2026 at 4:23 pm
If you are absolutely OP, wear a tshirt.
@havok5565
August 13, 2026 at 4:32 pm
Interesting
@FoundingFathersUSA1
August 13, 2026 at 4:59 pm
5:45 Business history porn. 👍
@psvr2_wins
August 13, 2026 at 5:20 pm
She needs to lay off the booze for a few. Seriously where do they find these people?
@Ed_Hominem
August 13, 2026 at 5:34 pm
We’re in a Golden Age of people overusing the phrase “Golden Age”.
Which you would never catch me doing
@wcen60
August 13, 2026 at 8:48 pm
Full of it