Is There An AI Bubble? Two Top VCs On Valuations And ARR Inflation | StrictlyVC LA 2026 Matthew Schaefer [kuGFCmoYXzq]
Tag: #Matthew Schaefer, #ajax vs utrecht, #evan mobley, #verona vs como
Is AI venture capital pakistan in a bubble, or are we just in the steepest growth curve anyone's ever seen?
At StrictlyVC Los Angeles 2026, TechCrunch's daniel altmaier Editor-in-Chief Connie Loizos sat down with alec guinness 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