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Bubble talk has not damped Silicon Valley AI rush

Venture capital dealmaking on Sand Hill Road is still frenzied despite falls in tech sector shares

During the 2010s tech boom, Silicon Valley’s uniform was the hooded sweatshirt. Mark Zuckerberg caused a stir on Wall Street in 2012 when the young chief executive had the audacity to wear a hoodie to pitch investors during Facebook’s roadshow for its initial public offering. That was when paying $1bn for fledgling photo-sharing app Instagram seemed sensational.

These days, the twenty-something founders in San Francisco are wearing $2,000 Moncler vests. And a billion dollars, once the hallmark of a feted “unicorn”, has become the price of entry, not exit, for artificial intelligence start-ups. 

In recent months, several small teams of entrepreneurs and researchers exiting the likes of Google DeepMind and OpenAI have been able to walk into venture capital firms and demand upwards of $1bn to fund a new idea for a “frontier” AI model developer — and walk out with a clutch of offers, sometimes in a matter of days. 

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