Artificial intelligence markets are a hot topic for investors, whether you’ve seen them before or not right now.
Last week, billionaire investor Ray Dalio launched his own “Bubble indicator“was relatively high, and Federal Reserve Chairman Jerome Powell described the AI boom”different“From the bridge of Dotcom.
It’s clear the market isn’t heating up for Magnus Grimellandia, the founder of a Singapore-based venture capital firm. “I don’t think we have a bubble,” he told CNBC.Behind the valley“Podcast, several reasons are given.
The speed at which AI is being adopted by businesses is exaggerated compared to other technological shifts, Grimeland said, such as the move from physical servers to cloud computing, which took a decade. Added to this, AI today said that the “agenda” for executives is healthcare in India and 500 companies in the US are working on healthcare doctors.
“It’s a willingness to invest in the use of technology … and it was immediate,” Grimeland said.
It began in the late 1990s and early 2000s, when failed Internet startups eventually moved quickly to AI when the divergent Internet vibrations hit. Nasdaq It lost 80% of its value between March 2000 and October 2002.
“What makes this a little bit different from the bubble, and what makes it different from DOTCOM, is that a lot of this growth actually has a real return,” Grimellandi said.
OpenAI behind the passport, said Reached $10 billion in annual recurring revenue In June. Annual Recurring Revenue (ARR) is what the company expects to earn from customers over 12 months.
Horn is an investor in a beloved company that allows people to build apps and websites with AI. In July, beloved he said it was over $100 million It lasted eight months.
Another reason the rapid implementation of AI is different from the DOTCOM BOOM is that consumers are for consumers of technology, Grimland. “Think about how quickly our behavior has changed, right?
Earlier this month, OpenAI Launches Chatgpt Atlas Browser For Mac OS, Google’s parent company has shares Don’t hang up Falling for the news.
Little players
According to Grimeland, the “wrong” valuation stated that the “biggest” amount of money went to AI-related companies. These trends occur at the beginning of the investment cycle, he said. “But in the end … the opportunity in this space is far greater than the investments that have been made here,” Hymland said.
Asked if there are AI startups, or if the big US and Chinese companies are dominating the sector for us, Grimeland said big firms have “been in contention for a long time.” He gave an example DeechseekAI was invented by the inventors of toys.
“A hole wonderful moon Badap Great Moon, but De De De De De De De De De De De De De De De De De? “Grimelland.
As such, there are huge opportunities for AI companies to become big businesses, said Grimeland, Grimelandia, with “positive signals” such as a better design team, increased customer lifetime value and lower product delivery costs.
– CNBC Dylan, Ashley Capoot, Alex Harring and Jaies Yip jairing jepes jais juls jap