Madrona Ventures · 13 August 2026

Is AI a Bubble? What PitchBook’s EVP of Research Sees in the Data

Madrona Ventures

A live conversation between PitchBook's EVP of Research and a Madrona partner exploring where AI capital is flowing across model, infrastructure, and application layers, with data on seed valuations, the durability question for vertical vs. horizontal AI companies, and whether the current AI market constitutes a bubble.

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Topics: AI (Horizontal) · AI Infrastructure

Published by Madrona Ventures · their site ↗

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