Gurley calls Inflection's implosion after Greylock's $1 billion pre-money round a warning sign for AI valuations.
“Right? And this is a warning sign that you can't just pay any price for any deal in the AI sector and get paid.”
Gurley calls Inflection outcome a yellow flag warning to slow down on AI valuations.
“This is employees, all the key employees leaving the company. And the blog post suggests the company goes on with a new CEO.”