Fintech names Figure Technology and Clara both going public this week. And then we're awaiting the first trades for a number of companies going public today. Gemini and VIA among them.For more on the IPO market, let's bring in Eric Hippo, managing partner of VC firm Lar Hippo. It's great to have you back, Eric. So, is this changing the conversation in in your world, in the venture capital world about the timing and the possibility of going public for some of these companies.Uh, yes. Hi, Sarah. How are you.U ...

Right. Valuations for AI companies like OpenAI are skyhigh, but even CEO Sam Olman has suggested we're in a bubble. Joining us now to talk all things tech and AI is Steven Levy, a wired editor at large.Stephen, great to have you on with us. Good to see you. Just just recap what I'm referring to there for viewers that didn't see it.This is just as they're kind of closing a big private market funding deal which confirms the sky-high valuations for the sector. Sam Alman is is seen saying that actually he think ...

AI Valuation & Fundraising - Open AI 在最近一轮融资中以 3000 亿美元的估值筹集了 83 亿美元[1] - 法国 AI 初创公司 Mistral 寻求在最新一轮融资中获得 100 亿美元的估值[1] - 私募市场 AI 领域中的 19 家公司在过去两三年中平均增长了 300%，收入基数较大，达 10 亿美元级别[2] - 截至目前，这 19 家公司已筹集了 650 亿美元，相当于美国股市流入资金的一半[17] AI Market Dynamics & Competition - 每周有 7 亿人使用 Open AI，几个月前这一数字为 5 亿[3] - 自 2024 年 1 月以来，整个 AI 行业的估值增长了约 200%[10] - 私募市场自 2024 年 1 月以来增长迅速，约为 56%，而标准普尔 500 指数增长了约 36%[10] - 生成式 AI 领域可能只有少数赢家，但在 Agentic 和其他基础设施领域，可能会涌现出几家规模远超其他行业的公司[7] - 行业竞争激烈，企业愿意花费数百万甚至数十亿美元来挖走竞争对手的顶尖人才[8] Investment Strategies & Public Market Exposure - Anthropic 和 Open AI 吸引了大量资本涌入[5] - 通过投资微软（Open AI 的主要所有者）和软银（向 Open AI 投资了 300 亿美元）等上市公司，公众可以在公开市场参与对私有 AI 公司的投资[16]