🚨 AI IS NOW A MARKET CAP STRATEGY


Sequoia Capital just raised a $7B AI fund and Factory hit a $1.5B valuation.
Capital seems to be concentrating into one theme.
We are also seeing reflexive moves where companies rebrand to AI and get instant multiple expansion.
Allbirds briefly surged around 900% after leaning into the AI narrative.
AI is driving valuation before fundamentals.
Some companies are just piling in and trying to soak up that tasty AI capital while real teams move in silence.
Be careful of companies where false AI badges.
Look for the companies that live and breathe AI.
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