Norway's Sovereign Wealth Fund CEO Eyes Future Risks
THE SO WHAT
When a $2.3T fund that just posted its best quarter in six years is publicly nervous about AI valuations, inflation, and geopolitics, it’s a signal that the marginal dollar into high-growth tech may get more selective. Founders and CFOs should assume a higher bar on AI narratives and be ready to defend cash burn and pricing power under stress scenarios.
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