According to rob solomon, current AI startup valuations lack logic, as many firms report only modest revenue and have limited intellectual property or competitive moat, making them vulnerable to disruption by major tech players such as Google (source: robmsolomon on Twitter, May 21, 2025). For crypto traders, these structural weaknesses in AI startups heighten risks for related AI tokens, which often follow the performance and sentiment of these companies. Market participants should monitor major tech events like Google IO for potential impacts on AI-related crypto assets.