AI valuations are high but no dotcom bubble, says Bessemer Venture Partners' Byron Deeter

give you a sense that there's a little bit of, I don't know, bubblicious stuff going on. More on that later. Let's move on though, on this and focus on those stocks amid some warnings from investors at least, that spending is maybe getting out of hand.Ken Griffin saying, for example, to Sarah last week that right now there are echoes of the. com bubble and David Einhorn saying, quote, the numbers that are being thrown around are so extreme that it's really hard to understand them. I feel like I've said some ...