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Virtual Event

Crunchbase Predicts:

The AI Valuation Reset — Who Can Grow Into the Hype?

How Investors Are Valuing AI Companies

AI companies are attracting extraordinary amounts of capital and reaching valuation milestones at unprecedented speed. But behind the headline numbers are businesses with vastly different models, cost structures, margins and competitive advantages.

Join two prominent voices in venture capital for a candid discussion on how investors are evaluating AI companies today. They’ll unpack how valuation logic changes across the AI stack, which signals matter most and what the market’s highest-valued private companies must achieve to justify their prices.
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Tuesday, September 15 | 10:30 am ET

If you can't join us live, register to recieve the recording.

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What You’ll Learn

01

How valuation changes across the AI stack

Understand why infrastructure, model, tooling and application companies are evaluated differently—and which metrics investors prioritize at each layer.

02

What separates durable value from AI hype

Learn how investors assess growth, margins, capital intensity, defensibility and customer traction to identify companies with staying power.

03

What it takes to grow into a premium valuation

Explore the scale, market expansion and execution today’s highest-valued AI companies will need to deliver to meet investor expectations.

Meet Your Speakers

Larry Aschebrook

Founder & General Partner
Larry Aschebrook is Founder & Managing Partner of G Squared, a global venture capital firm he founded in 2011 to address the growing capital and liquidity needs of companies staying private longer. Under his leadership, G Squared has deployed more than $5B across 140+ growth-stage technology companies through primary and secondary investments and structured liquidity programs. A leading voice in private secondary markets, Aschebrook has been featured by the Financial Times, Wall Street Journal, CNBC, Bloomberg and Fortune.

Tomasz Tunguz

Founder & General Partner
Tomasz Tunguz is the founder of Theory Ventures, investing in early-stage enterprise AI, data, and blockchain companies. Previously, Tomasz was a Redpoint Ventures GP and a product manager at Google, managing a billion dollar business unit on the AdSense team. As an investor, he’s worked with eight unicorns predominantly in data and data infrastructure, including Ollama, Looker, Monte Carlo, Dremio, Hex, Omni, MotherDuck. He writes a blog at tomtunguz.com that drives millions of page visits per month — it features insights gleaned from benchmarking, interviewing, and analyzing private and public market companies.

Gené Teare

Research Lead
Gené Teare is a journalist and research lead at Crunchbase with a decade of experience in data journalism. She transforms complex data into narratives that illuminate the evolving tech landscape. She specializes in analyzing global funding trends, unicorn creation, and leads an AI investor series. Her insights are regularly featured in major media outlets including The New York Times, Wall Street Journal, TechCrunch and Bloomberg News.

Who Should Attend

  • Investors and venture professionals
  • Founders and executives
  • Corporate strategy and finance leaders
  • Analysts and industry professionals