Vlad Barbalat
speaker
638 appearances
1 recordings
1 series
first heard Jun 2026
last heard 23 Jun
Vlad Barbalat’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
The ability to take an obscure or well-organized set of data and find insights that are not easily observed from it, that's the art of investing.
And now you can iterate on that in such powerful ways.
I find myself using AI every single day, more and more so.
And frankly, it raises other questions for me.
The more I spend of my day with AI, I'm actually not spending it with my colleagues.
I begin to worry about that now.
How much are you taking from those messy relationships that are human relationships and messy ways of getting information into the super interesting, smart, and efficient way of interacting with artificial intelligence?
I don't know how that part is going to play out because it almost is, if you take it again to the max, it's isolating.
One of the newer ones that is really interesting is this notion of
how do you think about valuations across not just software software i think has been the most talked about one how do you think about valuation of businesses in a world where the future is increasingly invisible it was perhaps always invisible but you could get comfortable that
Certain things had a lot more staying power through thick and thin than not.
And whenever you have that dynamic, you could put a higher multiple on things.
And that's how you rationalize paying a price for an asset.
I think today you kind of got to ask, well, do I really, really know which business is
will thrive 10 years from now or 15 years from now, I think that's really difficult.
And that could be everything from, yes, software, but maybe perhaps even Home Depot or John Deere, things that are not obvious in the AI crossfire.
So that leads you to a question of should multiples be actually lower across the board?
And I don't think I've experienced a question like that in my career, where you question multiples based on macroeconomic variables, like, oh, inflation's higher, rates are higher, therefore multiples should come down, or
some version of, this is very different.
You're literally saying the future is so unpredictable that how could I possibly place some higher multiple on something?
Showing 441–460 of 638 · page 23 of 32
← Previous
Next →