VC on AI IPO market: "We're in the first out of the first inning"

BenBajarin · x · 2026-10-16

Benchmark partner Victor Lazarte (@jrichlive) discussed the AI IPO market on CNBC. He argued the space is still extremely early — "we're in the first out of the first inning" — and that what investors will really buy into is the long-term trajectory of these businesses rather than short-term results.

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