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  • Dec 31, 2025
  • AI Valuations Are in the Bubble Zone, but the Technology Is Real: Jiraaf Co-Founder Vineet Agrawal

    Amid a global market rally increasingly fueled by artificial intelligence (AI), concerns around overheated valuations are growing louder.

    In conversation with Kshitij Anand, Jiraaf Co-Founder Vineet Agrawal believes that while AI as a technology is undeniably transformative and already reshaping industries worldwide, the current valuations of many AI-linked companies are drifting into bubble territory.

    Agrawal breaks down the split market sentiment, the risks of concentrated AI bets, the rise of circular financing, and why India remains a relative bright spot in an otherwise volatile global landscape.