This episode features a conversation with Connie Loizos recorded live at StrictlyVC LA in El Segundo. Chang Xu, Partner, Basis Set Ventures. and Carter Liam, founder of M13.
Together, they discuss whether today's AI boom is a bubble, how investors are thinking about startup valuations and ARR growth, and what it takes to build companies that survive in an increasingly competitive AI environment. The conversation will also explore the opportunities and risks faced by founders, the impact of AI on venture investing, and how each investor sees the next generation of breakout companies emerging.