AI Just Changed How Everything Gets Valued

About this episode

The episode discusses the impact of AI on valuations and the economy amidst rising inflation and housing market challenges.

This week on The Higher Standard, we break down hotter inflation, Warsh’s awkward Fed handoff, housing cracks, rising delinquencies, and why “resilient economy” may be the new “transitory.” Then we get into the big one: AI may be destroying the moat that terminal valuations are built on. If innovation moves so fast that no company can confidently project cash flows five to ten years out, venture capital math starts looking less like investing and more like praying with a spreadsheet. Also, apologies in advance: we had to silence the Big Boi interview with Kid Cudi due to a copyright restriction, which is tragic because Big Boi talking Pokémon deserved its own emergency Fed meeting. 💥 Have you left your "honest ⭐️⭐️⭐️⭐️⭐️" review? This episode is proudly brought to you by Fridays. Because real wealth starts with your health. If you want to feel sharper, stronger, and more in control, visit joinfridays.com and use code HIGHER for an exclusive discount. 📩 NEWSLETTER: https://tr.ee/O6FWkv 👕 THS MERCH: http://www.thspod.com 🔗 Resources: Awkward! Kevin Warsh May Hike Interest Rates as Fed Chair, Not Cut Them (247 WallSt) Zillow now expects 309 of 894 U.S. metro housing markets to…

People in this episode

Hosts: Chris Naghibi, Saied Omar

Topics covered

• inflation
• AI impact
• venture capital
• housing market
• economic resilience

Keywords

• AI
• valuation
• inflation
• venture capital
• housing market
• economic resilience
• credit card delinquencies

Sponsors

Fridays

Mentioned in this episode

Organizations: Zillow, Chamath Palihapitiya, Charlie Bilello

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