Expect ‘Dislocations’ in AI Investment Cycle: Waxman
TL;DR
Alan Waxman, CEO and co-founder of Sixth Street, joins Dani Burger on “Bloomberg Deals. ” They discuss dislocations he is seeing in the AI market. (Source: Bloomberg) Alan Waxman, CEO and co-founder of Sixth Street, joins Dani Burger on “Bloomberg Deals. ” They discuss dislocations he is seeing in the AI market.
Nauti's Take
Small teams should review their key AI vendors for funding strength, pricing stability, and data portability before making deeper commitments. Waxman’s comment is useful as an early warning signal, but it remains too vague to justify major architecture decisions without concrete examples or market data.
Summary
Alan Waxman, CEO and co-founder of Sixth Street, joins Dani Burger on “Bloomberg Deals. ” They discuss dislocations he is seeing in the AI market.
(Source: Bloomberg) Alan Waxman, CEO and co-founder of Sixth Street, joins Dani Burger on “Bloomberg Deals. ” They discuss dislocations he is seeing in the AI market.
(Source: Bloomberg)
Sources