Kim Posnett, co-head of investment banking at Goldman Sachs, said the debate over whether there is an AI bubble misses the point. She instead sees an "AI investment supercycle" that may contain smaller bubbles. Posnett told Business Insider that the better question is whether AI will fundamentally change how companies operate, compete, and create value, and she believes the answer is clearly yes. She also said IPOs have exceeded her expectations and shared a key component of landing deals like SpaceX.
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