Welcome to episode 52. Today we dive into AI's Ongoing Valuation Correction: The Margin Trap. AI valuations are soaring at ~40.6x revenue, yet margins lag 20–25 points below SaaS. This isn’t hype—it’s a structural economics problem where unsustainable growth will hit a wall.

Disclaimer:

This podcast are for informational purposes only and not financial advice. Please consult a professional for financial decisions.