Ahmed Getarim

Softbank, Gen Z VCs, Adagia, F5, Cathay & Samsung NEXT: AI Investment Frenzy The 2001 Remake!

Megan Loyst, Ahmed Getarim, Denis, Chardin Boué, Jonathan Machado, Alok

A diverse panel of investors from GenZBCs, F5, CATA Innovation, Adagia, and Samsung Next, alongside buyer representative Ahmed Getarim, evaluates the current tension between a genuine AI utility revolution and inflated private market valuations. Participants warn of a "hype bubble" where rapid revenue growth in Gen AI clashes with unsustainable unit economics, predicting that 50% of current unicorns will fail while successful ventures rely on proprietary data, vertical integration, and network effects rather than just funding. The group concludes that future viability requires balancing technological acceleration with labor market stability and emphasizes "service as software" as the emerging model for long-term defensibility.