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NEA’s Tiffany Luck on AI IPOs, personal agents, and the ROI reckoning

The episode examines the "tokenmaxxing" trend in Silicon Valley, where CEOs encourage maximal AI usage. It cites examples such as Uber exhausting its annual AI budget within months, firms cutting Claude licenses, and Meta shutting down its internal leaderboard. The discussion focuses on how these pressures influence ROI and AI company valuations.

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