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Is There an AI Bubble? Two Top VCs on Valuations and ARR Inflation | StrictlyVC LA 2026

Is AI venture capital in a bubble, or are we just in the steepest growth curve anyone’s ever seen? At StrictlyVC Los Angeles 2026, TechCrunch’s Editor-in-Chief Connie Loizos sat down with Chung Xu, Partner at Basis Set, and Carter Reum, co-founder of M13, to cut through the noise. They cover… – Why this cycle is…

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Is AI venture capital in a bubble, or are we just in the steepest growth curve anyone’s ever seen?

At StrictlyVC Los Angeles 2026, TechCrunch’s Editor-in-Chief Connie Loizos sat down with Chung Xu, Partner at Basis Set, and Carter Reum, co-founder of M13, to cut through the noise. They cover…

– Why this cycle is different from cloud and mobile, and why it isn’t
– The ARR inflation problem VCs helped create
– How to find defensible companies when OpenAI and Anthropic are coming for every vertical
– What the SpaceX liquidity wave means for LA’s tech ecosystem

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1 Comment

1 Comment

  1. @contemplating1015

    June 20, 2026 at 5:41 am

    If you think this is a bubble alone then good luck – you’ll need it😂👍🏻

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Science & Technology

Neko Health raised $700M to scan your body. Is it worth it? | Equity Podcast

Spotify founder Daniel Ek’s Neko Health raised $700 million to build a business around scanning your body, but it’s not the only company centering its roadmap around a new kind of preventative healthcare. Midjourney is building its own body scanner, while Function Health has also raised significant capital to build out its preventative-health platform. Why…

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Spotify founder Daniel Ek’s Neko Health raised $700 million to build a business around scanning your body, but it’s not the only company centering its roadmap around a new kind of preventative healthcare. Midjourney is building its own body scanner, while Function Health has also raised significant capital to build out its preventative-health platform. Why are investors betting so big on this category?

On this episode of TechCrunch’s Equity podcast, Dominic-Madori Davis talks with Farooq Abbasi, founder and general partner of Preface Ventures and an investor in Neko Health, about how Neko compares with other consumer-health startups. They discuss what has to happen for body scanning to become part of the broader healthcare system.

Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You can also follow Equity on X and Threads, at @EquityPod.

Chapters

00:00 Intro

1:44 From Spotify to Neko Health: the pitch that got him investing

6:22 Why preventative care is so hard to access

8:23 Inside a Neko scan

12:03 Scaling from Sweden to the world (sorry, not SF yet)

14:20 The dark side of VC-backed health: subscribers, not patients

19:14 Open Evidence and the rise of vertical AI in medicine

22:00 IPO or bust? What “winning” looks like in healthcare

24:12 Outro

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Bloomberg Technology

CoreWeave CEO on New AI Products, Computing Demand

CoreWeave CEO Michael Intrator discusses the launch of Forge, a new suite of development tools designed to help clients train and improve AI models, as the company seeks to broaden its offerings beyond the “neocloud” label. He speaks with Ed Ludlow on “Bloomberg Tech” during the company’s first large-scale user conference in San Francisco. ——–…

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CoreWeave CEO Michael Intrator discusses the launch of Forge, a new suite of development tools designed to help clients train and improve AI models, as the company seeks to broaden its offerings beyond the “neocloud” label. He speaks with Ed Ludlow on “Bloomberg Tech” during the company’s first large-scale user conference in San Francisco.
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CNET

OpenAI Dev Day 2026: Everything Announced in 15 Minutes

OpenAI’s annual Dev Day 2026 introduced dots, which are AI agents within ChatGPT that can execute tasks on your behalf and even answer phone calls and text messages. CEO Sam Altman also introduced a faster and more powerful model called GPT-6.1 Sol for professional coding and work applications. Read more about OpenAI on CNET.com: OpenAI’s…

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OpenAI’s annual Dev Day 2026 introduced dots, which are AI agents within ChatGPT that can execute tasks on your behalf and even answer phone calls and text messages. CEO Sam Altman also introduced a faster and more powerful model called GPT-6.1 Sol for professional coding and work applications.

Read more about OpenAI on CNET.com:
OpenAI’s Latest Personal AI Agents Have a Cute Name and Never Stop Working

Timecode Chapters:
0:00 Introduction & Codex Updates
0:22 Introducing AI Agents: Dots
1:18 How Dots Delegate & Automate Work
1:37 ChatGPT Space: Team & Agent Collaboration
3:06 Live Demo: Dots in Action
4:15 Hands-Free Catchup & Voice Features
4:53 Live Demo: Working inside ChatGPT Space
6:04 Integrating Dots into Slack & Workflows
7:56 Specialist Dots & Enterprise Availability
8:52 Launching GPT 6.1 Soul & UltraFast Speed
10:14 Decisions API & Luna Model
10:55 Codex in the Cloud & 3D Interactive World Demo
12:23 Refreshed Codex CLI & Real-time App Building
13:38 Autonomous Browser Control & Robotics Demo
13:51 OpenAI Marketplace Launch & Wrap-up

Video Credits:
Host: OpenAI
Scripted by: OpenAI
Producer: OpenAI & Jonathan Gomez
Camera: OpenAI
Video Editor: Jonathan Gomez
Thumbnail Designer: Tharon Green

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#openai #samaltman #ai #artificialintelligence #superintelligence #chatgpt #aiagents #aiagent #dots

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