AI Valuations Don’t Add Up — But the Revolution Is Real: Arm Co-Founder
AI could create more value than any previous technology revolution — but getting there may be a “rollercoaster.”
Amadeus Capital co-founder Hermann Hauser draws parallels with the internet boom, where transformative technology and soaring valuations existed side by side before parts of the market corrected.
He argues that AI is already delivering real productivity gains, while some valuations and the huge circular deals between companies such as Nvidia, OpenAI and Anthropic are harder to justify.
“If you do the math, that doesn’t seem to work out.”
Watch the full interview on “The Tech Download" link below and wherever you get your podcasts.
#CNBC #CNBCPodcast #TheTechDownload
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Amadeus Capital co-founder Hermann Hauser draws parallels with the internet boom, where transformative technology and soaring valuations existed side by side before parts of the market corrected.
He argues that AI is already delivering real productivity gains, while some valuations and the huge circular deals between companies such as Nvidia, OpenAI and Anthropic are harder to justify.
“If you do the math, that doesn’t seem to work out.”
Watch the full interview on “The Tech Download" link below and wherever you get your podcasts.
#CNBC #CNBCPodcast #TheTechDownload
-----
Subscribe: @cnbci
CNBC International Live: @cnbcinternationalive
LinkedIn: https://www.linkedin.com/showcase/cnbc/
TikTok: https://www.tiktok.com/@cnbc
Facebook: https://www.facebook.com/cnbc
Instagram: https://www.instagram.com/cnbc
Threads: https://www.threads.net/@cnbc
X: https://twitter.com/CNBC
Telegram: https://t.me/cnbc
CNBC International
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