Bubbles for AI?
A query into the valuation narrative for AI
In this talk, we will explore how the rapid advancement of Artificial Intelligence (AI) is
reshaping company valuations and investor expectations in financial markets. Drawing
parallels to past market bubbles like the dot-com boom, we will we analyse whether AI is
creating inflated valuations. Using traditional valuation techniques—such as discounted cash
flow (DCF), market comparables, and risk-adjusted returns—we’ll assess if AI’s growth is based
on solid financial fundamentals or speculative enthusiasm. The session will also address the
unique challenges of valuing AI companies, including the uncertainty of future earnings,
intellectual property, and the risk of technological obsolescence. By examining case studies
and market trends, we’ll discuss whether AI can fuel a market bubble and how investors can
navigate potential risks. Attendees will gain insights into the financial impact of AI and how
economic insights and valuation tools can help us evaluate the sustainability of AI-driven
growth.
In this session, you will learn about
• Basic valuation tools and techniques
• Practical application of valuation to business cases
• Valuation of growth options and technology
• What you can (and cannot) learn about business cases from valuation techniques
You will also get an opportunity to meet our faculty and our admission team after the
sample class. They will share with you tips on choosing the right finance program and their
perspective of the program. Don’t miss the chance to learn more about the strengths and
uniqueness of the MSGF program.
