Science & Technology

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…

Published

8 hours ago

on

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

Related Topics:

Leave a Reply

Your email address will not be published. Required fields are marked *

Trending

Exit mobile version