Bloomberg TV(@BloombergTV):“We can simultaneously be in a golden age of technology... and have a capital markets adjustment.” IVP's Cack Wilhelm says a reset in AI valuations wouldn’t mean the underlying technology trend is fake — it could simply reflect a mismatch between expectations and how quickly productivity shows up

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Bloomberg TV@BloombergTV

2026.08.13 18:52

“We can simultaneously be in a golden age of technology... and have a capital markets adjustment.” IVP's Cack Wilhelm says a reset in AI valuations wouldn’t mean the underlying technology trend is fake — it could simply reflect a mismatch between expectations and how quickly productivity shows up