Hosted By
The year is 2025, approaching 2026. Concerns loom over the profitability of ChatGPT, and artificial intelligence systems.
Are the massive investments going to pay off? Can we compare the current AI market to the 1999-2000 dot-com and 2008 real estate bubbles?
Samir Kumar, an investor, co-founder and general partner at Touring Capital, shares his insight.
Chapters
IntroTrillions in spending into AI infrastructureSamir says ROI pattern differs from 90's dotcom fiber buildoutAI demand versus profitability and revenueIPOs, unicorns, decacorns, and 'triceratops'Part 2 to be continued.. on Super AI
More about Samir Kumar https://touringcapital.com/samir-kumar/
=====Steve Ispas and David Lam on Silicon Valley Front Row (SVFR)#aibubble #chatgpt #dotcombubble"
A tech and human rights abuse case against Cisco from 2011 is brought back into the light. Lawmakers ask the Trump administration to support...
A filmmaker survey from June 2025 found that almost 3/4 of respondents plan to use artificial intelligence in their films. But another survey found...
Artificial intelligence is advancing fast—but what happens when it moves beyond human-level intelligence?In this episode of Silicon Valley Front Row, the panel explores the...
