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Smarter Investing
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EXPLORE ARTICLES
The AI Bubble Debate: Follow the Cash Flow, Not the Hype
Is AI a bubble? Markets price cash flows, not technology. Why investors should underwrite unit economics, capex payback and real demand instead of the AI narrative.
Our CEO’s Perspective: Why Proprietary Data Alone Doesn’t Justify a Higher Valuation
BPN CEO Mike Ryan on what actually makes proprietary data valuable to PE and VC investors, the four things to test in due diligence, and why intelligence beats volume.
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