AI to See Massive Adoption 'Unseen' in Previous Tech Cycles, Says Neostellar Principal

American AI companies' performance lead over China narrowed sharply in past months to a record low after labs such as DeepSeek gained ground, threatening US tech supremacy, according to Bloomberg Intelligence. Willy Lee, Principal at Neostellar, offers his view from the VC world when it comes to AI investments and the IPO market.