Elizabeth Yin
Startup valuations follow long-term upward pressure from rising investor supply, but short-term cycles driven by macro conditions and sector trends are temporary. Current AI valuations will correct within 1–2 years as competition intensifies; founders should choose industries based on moat strength and long-term positioning, not fundraising ease.
Read the full post on Elizabeth Yin ↗
Topics: AI (Horizontal) · Venture Capital & Startups
Published by Elizabeth Yin · their site ↗
SandHill indexes 800+ venture capital blogs and newsletters and sends the best of them every Sunday. Browse the sources · browse by topic · read the blog.
Suggest a blog or newsletter for the SandHill index. We track the RSS feed and feature the best pieces in the weekly digest.
The latest theses & analyses from 800+ venture investors, curated into one email. Join 5,000+ investors, founders and LPs.