MemCast
MemCast / episode / insight
Investors evaluate beverage startups on cash‑flow multiples, not AI hype.
  • Investors look for sustainable EBITDA and cash‑flow generation rather than speculative AI‑driven growth.
  • Brands with high margins and repeat customers are more attractive than those chasing viral AI trends.
  • This disciplined approach keeps capital allocation focused on fundamentals.
NikhilNikhil Kamath02:21:35

Supporting quotes

investors look at cash multiples, not hype, that's why I haven't invested yet Nikhil
I find them expensive, so I stay conservative Nikhil

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Future of AI and Creativity in the Beverage Industry

The panel debates how AI can predict trends but true innovation comes from counter‑trend creativity, and investors focus on cash‑flow fundamentals rather than hype‑driven valuations.

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