“We can simultaneously be in a golden age of technology... and have a capital markets adjustment.” IVP's Cack Wilhelm says a reset in AI valuations wouldn’t m

“We can simultaneously be in a golden age of technology... and have a capital markets adjustment.” IVP's Cack Wilhelm says a reset in AI valuations wouldn’t mean the underlying technology trend is fake — it could simply reflect a mismatch between expectations and how quickly productivity shows up …