Is there an AI bubble? VCs on valuations and ARR inflation
This episode feature a conversation recorded live at StrictlyVC LA in El Segundo between Connie Loizos; Chang Xu, partner at Basis Set Ventures; and Carter.
Referenced Coverage & Sources
An Amazon Data Center Could Have the Worst Polluting Power Plant in the Country
To power its new West Texas data center, Amazon is investing in the construction of a new power plant that could be one of the largest single producers of greenhouse gases in the US, according to the New York Times.
Sensitive Info Goes Into 'No Reply' Emails Constantly. This Guy Sees It All
Two security researchers bought cheap domains-including noreply.net and deleteduser.com-and set up email listening services.
OpenAI Says It Slowed Astra Model Development Over Security Concerns
OpenAI said this model, which is still in development, reached its "critical cybersecurity threshold," meaning it could independently identify and carry out.
The Gaming Site Sponsored by Walmart Lays Off Its Editorial Staff
Restart, a games media website launched in late 2024 that was sponsored by Walmart, has laid off its "entire editorial team," according to a Friday post from Brandy Berthelson, the site's former editor-in-chief. Other staffers have also posted about being laid off.
Feature
A Feature is an individual, measurable property or input variable used by a machine learning model to make predictions. In tabular datasets, features correspond to columns (e.g. square footage, age of home).
ARR
ARR (Annual Recurring Revenue) is a key metric for subscription-based businesses representing the predictable recurring revenue generated by active customers over a year.
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