Even though the discussion of a potential bubble is ubiquitous, what’s going on is more nuanced than simple boom-and-bust chatter, said Francisco Martin-Rayo, CEO of Helios AI.
“What people are really debating is the gap between valuation and real-world impact. Many companies are labeled ‘AI-driven,’ but only a subset are delivering measurable value at scale,” Martin-Rayo said.
Founders confuse fundraising with progress, which comes only when they are solving real problems for real clients, said Nacho De Marco, founder of BairesDev. “Fundraising gives you dopamine, but real progress comes from customers,” De Marco said. “The real value of a $1B valuation is customer validation.”
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