Mitchell Green: Companies without earnings face severe risks, Chinese AI firms are underestimated, and SaaS market downturn may be an overreaction | 20VC

Mitchell Green from Lead Edge Capital discusses investment strategies amid market volatility, highlighting risks for unprofitable companies and potential in undervalued Chinese AI firms. He suggests the current SaaS market downturn may represent an overreaction, while his firm continues betting on software stocks during AI-driven industry shifts.