EPISODE · Jun 2, 2026 · 10 MIN
Can AI Startups Justify These Crazy Valuations?
Big tech is spending over $560 billion on AI infrastructure this year, bigger than the entire global venture capital industry in a normal year. And everyone outside the room is calling it a bubble.After assessing 7,000 companies and investing in 70+ startups, Maria breaks down the math behind today's AI valuations, and explains why the "bubble" framing misses what's actually happening.
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Can AI Startups Justify These Crazy Valuations?
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This episode was published on June 2, 2026.
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