26 October 2026
E447: Anthropic at $2 Trillion? The AI Bubble, and Why the Best Startups Always Look Overvalued
How I Invest with David Weisburd
About
Are venture capitalists overpaying for the next generation of AI winners?
Matthew Harris is a Partner at Bain Capital Ventures, where he invests in financial services and technology companies. In this episode, Matthew explains why the best venture investments often look overpriced, how valuation discipline can cause firms to miss power-law winners, and why today's AI market is increasingly driven by consensus.
Matthew Harris is a Partner at Bain Capital Ventures, where he invests in financial services and technology companies. In this episode, Matthew explains why the best venture investments often look overpriced, how valuation discipline can cause firms to miss power-law winners, and why today's AI market is increasingly driven by consensus.