How to invest when everything is moving too fast

Venture capitalists discuss the challenges of investing in the rapidly evolving AI sector, noting the unprecedented growth rates of companies like ChatGPT. Investors emphasize the need to balance high valuations with sustainable growth metrics in a market that feels both bubble-like and fundamentally transformative.
Why it matters
The insights provide a window into how institutional investors are navigating the current AI boom and managing risk in a high-velocity market.
TechCrunch s StrictlyVC evening in Los Angeles late last week brought together two of the more straight-talking investors working in AI right now. Carter Reum is co-founder of M13 , an early-stage firm with $2.5 billion in assets under management that has been a seed or Series A investor in 17 unicorns, he says. Chang Xu is a partner at Basis Set Ventures , which launched in 2017 as one of the first early-stage funds focused exclusively on AI and is now investing out of its fourth fund, with nearly $1 billion in assets under management.
The article captures a balanced discussion between two industry experts without favoring a specific investment thesis.
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