A stark disconnect exists between public and private tech markets, with public investors worried about overborrowing by AI-related companies, as seen in skyrocketing yields on CoreWeave bonds and a semiconductor stock selloff. Meanwhile, private tech investors remain optimistic, impressed by the rapid growth of startups like Fireworks AI. This bifurcation was evident at Morgan Stanley's annual private tech companies conference, where investors showed keen interest in defense and inference startups despite public market jitters.
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