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Is AI venture capital in a bubble, or are we just in the steepest growth curve anyone’s ever seen?
At StrictlyVC Los Angeles 2026, TechCrunch’s Editor-in-Chief Connie Loizos sat down with Chung Xu, Partner at Basis Set, and Carter Reum, co-founder of M13, to cut through the noise. They cover…
– Why this cycle is different from cloud and mobile, and why it isn’t
– The ARR inflation problem VCs helped create
– How to find defensible companies when OpenAI and Anthropic are coming for every vertical
– What the SpaceX liquidity wave means for LA’s tech ecosystem
