We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode Private For Longer & What That Means For Wall Street with Jeff Richards of Notable Capital

Private For Longer & What That Means For Wall Street with Jeff Richards of Notable Capital

2025/7/3
logo of podcast On The Tape

On The Tape

AI Deep Dive AI Chapters Transcript
People
J
Jeff Richards
Topics
Jeff Richards: 我认为华尔街对人工智能的投资周期存在误判。他们对人工智能的价值持怀疑态度,而硅谷的企业家、CEO和投资者们每天都在亲身经历人工智能的影响和进展。我们总是比主流投资者领先三到五年。华尔街对微软、亚马逊、谷歌和Meta等公司在资本支出上的投入持怀疑态度,但如果我们了解他们为什么投入这些资金,就能看到人工智能带来的收入机会和增长。许多优秀的人工智能公司仍未上市,这导致华尔街未能充分认识到人工智能的真正价值和增长潜力。如果像Anthropic和OpenAI这样的公司上市,华尔街将会更加兴奋地看到收入从基础设施层流向应用层。例如,ChatGPT是有史以来增长最快的消费者应用程序。Anthropic的收入增长速度非常快,这表明了人工智能领域的巨大潜力。由于缺乏可比的公开市场公司,很难对像Anthropic这样的公司进行估值。公开市场上对人工智能概念的投资选择非常有限,导致对少数几家公司的估值过高。获得这些私人公司的投资机会非常困难,导致市场效率低下。为了释放价值,更多的私人公司需要上市。人们开始意识到人工智能是一个具有世代意义的机遇,但可供投资的公司数量有限。

Deep Dive

Shownotes Transcript

Dan Nathan is joined by Jeff Richards), managing partner at Notable Capital), to discuss recent trends and insights in the tech and AI investment landscape. They explore the skepticism on Wall Street around AI, contrasting it with the optimism in Silicon Valley. Jeff highlights how major tech companies like Microsoft, Amazon, and Google are investing heavily in AI despite public skepticism. The discussion also covers the disparity between private and public market valuations, the growing momentum of companies like Anthropic and OpenAI, and the factors influencing the IPO and M&A landscape. Richards also shares his views on the future of agentic AI, its transformative potential, and challenges related to trust and security. The episode concludes with insights on the impact of AI on various sectors, the need for more companies to go public, and the future financial landscape for venture capital-backed investments. —FOLLOW USYouTube: @RiskReversalMedia)Instagram: @riskreversalmedia)Twitter: @RiskReversal)LinkedIn: RiskReversal Media)