Partner at 8VC. Leads the public markets discussion, citing Micron's valuation metrics and historical industrial revolution capex comparisons to argue AI is not in a bubble.
Nvidia remains the undisputed leader at the chip layer (level 1 of the AI stack) with reasonable valuation at 25x forward earnings despite massive growth, indicating the AI infrastructure buildout is early and not yet bubbly.
Micron's stock has risen 250% in 12 months yet maintains a 9x forward P/E, indicating the AI-driven HBM demand is not yet reflected in valuation multiples.
Glimpse solves the massive deductions management problem for consumer brands by integrating directly with retailer/distributor portals, creating a data moat that enables expansion into adjacent back-office CPG workflows.