Vibe Investing: When this bull round of AI Bubble goes to Pop?

invest in AI in Silicon Valley, and honestly… it’s all vibes now.

Perplexity made $34M last year, burned $65M, and still climbed to a $14B valuation — 400x revenue. On Wall Street, that multiple induces heart attacks. In Silicon Valley, it’s called “vision.”

OpenAI burned $5B last year and is worth $300B. Burning money isn’t a flaw — it’s part of the faith. The bigger the bonfire, the stronger your disciples believe.

No spreadsheets. No cash flow models. No retention curves.
Just energy, intuition, and that billion-dollar feeling.

ARR is outdated — we’re in the era of ERR (Experimental Run Rate).
Startups raise billions before making a product.
Growth is “use-based” and churn is 20%, but valuations still go

In today’s AI gold rush, data is decoration, losses are romantic, and storytelling is currency.

Don’t ask for returns — feel the vibes.