Carlo CocuzziAI Expert, Pod Cast Host, Real Estate Investor and Funding Specialist

This Is Why Investors Keep Missing AI | MOONSHOTS

12 Jun 2026 · 1 min

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At a London conference, wealthy families rejected AI investments at $100 billion valuations as insane. But the speaker argues demand for AI grows toward infinity, not saturation, so traditional valuation logic no longer applies. Investors clinging to old intuition will regret missing it.

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A year ago, Peter, uh, at that family office conference in London, uh, Yifeng was saying to all these wealthy families, you gotta get invested in this. You gotta get in the game. And everybody was like, at $100 billion plus valuation, that's utterly insane. You can't possibly, it's way too late. You can't get into it. But, you know, I, I don't blame them because these numbers are so unprecedented and, and people don't really do a good job, job of judging million, billion, trillion. It does not, you know, it's not intuitive. These numbers are, are so far out of the realm of history. I mean, just massively bigger than any prior IPO or valuation. So I don't blame people for, for being scared, but you got to get used to the fact that this goes to infinity. The, the demand, the demand for AI is not going to saturate. It goes to infinity. So you got to rethink the way you decide whether to be involved in these things or not. So they all, they all skipped it. Now I'm sure they regret it.