pull down to refresh
110% agree. Some of these AI companies will make it, of course, but a lot of them are going to end up imploding. Prior to this addition, I actually liked the offers in the initial slate of stocks in RVI. Databricks, Boom Supersonic, and Oura are all companies I really like that are in a great place, both industry-wise and financing-wise. When they added Stripe, I was impressed, but this move seems to be more of a headline-seeking move since it was $75 million, and the company has raised nearly $200 billion overall.
reply
It’s good that everyone has access to private businesses with products like this but the valuations are astronomical.