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Is there an AI bubble? VCs on valuations and ARR inflation
Summary
This episode features a conversation recorded live at StrictlyVC LA in El Segundo between Connie Loizos; Chang Xu, partner at Basis Set Ventures; and Carter Reu
Why It Matters
Broadens access to advanced AI capabilities for developers and end-users.
Referenced Coverage & Sources
Is there an AI bubble? VCs on valuations and ARR inflation
TechCrunch Venture•Jun 23, 2026
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