We're in a ‘Golden Age of Technology,’ Says IVP's Wilhelm

Aug 13, 2026

AI Summary

Cack Wilhelm, a general partner at IVP, believes the current AI boom may experience a capital-markets adjustment, but this won't diminish the technology's long-term potential. She highlights that the benefits of AI productivity may take time to reflect in corporate results and notes a trend where venture returns are increasingly concentrated among a few standout companies.

The AI boom could face a capital-markets adjustment without undermining the technology’s long-term potential, according to Cack Wilhelm, general partner at IVP. She discusses why AI productivity may take time to show up in corporate results, the “compounding advantage” that helped drive IVP’s early bet on Perplexity, and why venture returns are becoming even more concentrated around a small number of breakout winners. She joins Ed Ludlow on "Bloomberg Tech."

(Source: Bloomberg)

ai boomventure capitaltechnology trendscorporate productivitymarket adjustment

We're in a ‘Golden Age of Technology,’ Says IVP's Wilhelm

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