Tiger Global plans cautious venture future with a new $2.2B fund
Tiger’s last fund did well with investmetments in OpenAI, Waymo and Databricks. But it warns investors that AI valuations are already ‘elevated.’
AI bubble
OpenAI’s investment into Thrive Holdings is its latest circular deal
Analysts will be watching to see if Thrive-owned firms actually succeed in building long-term profitable businesses using OpenAI’s tech, or if the result is really just pumped up valuations based on speculative market potential.
Hugging Face CEO says we’re in an ‘LLM bubble,’ not an AI bubble
Hugging Face co-founder and CEO Clem Delangue says all the attention is on LLMs, but smaller, specialized models will make sense in many use cases going forward.
A better way of thinking about the AI bubble
AI isn’t all or nothing, and even good bets can turn sour if you aren’t careful about how you make them.