AI valuations are verging on the unhinged (Unless ASI is just around the corner)

by mileson 6/27/25, 4:22 AMwith 7 comments
by ecb_penguinon 6/27/25, 4:32 AM

We've had unhinged evaluations for a decade. We hit peak absurdity with Yo (https://techcrunch.com/2014/07/18/yo-raises-1-5m-in-funding-...)

It was a scam app where you send "yo" to your friends. Then blockchain scams, now AI hype.

During COVID, you could interact with a dozen "unicorn" companies that all were unprofitable.

You can view YC demo days to see product and revenue mean absolutely nothing.

Imagine 100 years ago trying to get a business loan by saying "I have no customers and no revenue, but I'm worth billions!"

by physixon 6/27/25, 5:26 AM

I vote for "unhinged" as Word Of The Year.

Interesting that The Economist thinks they are "verging on the unhinged", and not yet actually unhinged. Is that a buy signal? :-)

by physixon 6/27/25, 5:29 AM

What's ASI?