"The best founders find a way to make it happen": VC Roundtable with Bryan Kim and David Clark | E2222

David, you specifically said you want to talk about whether or not we're in an AI bubble today. Unless you're living under a rock, you know, you're bombarded on a daily basis by reports that we're in an AI bubble. I think one of the challenges that we see here is people are using the term bubble, you know, pretty indiscriminately. If you look back at historical bubbles, they have specific characteristics. And for us, the obvious way to answer are we in an AI bubble is to identify those specific characteristics.

and see if they apply to AI today. But it seems pretty clear to us that that we are not seeing these things being applied into the AI market today. That's not to say the AI market's not frothy. There's a lot of capital there. Valuations, as we've said, are relatively high.

You know, this is almost the first time we've seen a technology paradigm where the installation phase, so that's where the underlying technology is is being built, is happening simultaneous with the deployment phase, which is when users are coming in and and and really using that technology. And so for us, you know, we are at the start of a of a major cycle here. This week in startups is brought to you by Northwest Registered Agent. Starting your business should be simple.

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