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Feb 06
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LONG
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Deirdre Bosa
Anchor/Reporter, CNBC Tech Check
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The market is selling "old winners" (SaaS) and "big spenders" (Big Tech) to make room for a new set of companies not yet priced in. New AI-native companies are being built on top of models like OpenAI and Anthropic. Because AI allows for extreme efficiency, we may soon see "one-person billion-dollar companies." Capital is likely rotating from legacy tech into these efficient, high-growth newcomers. Insight from Guillermo Rauch (CEO of Vercel) regarding the efficiency of building on top of LLMs. These companies are largely private or early-stage, making access difficult for retail investors. |
CNBC
The market's AI contradictions
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