News & Insights

AI valuations, investor sentiment and what’s next for 2026

Written by Alice Pickersgill | Dec 29, 2025 9:31:50 AM

In this follow up episode, our Head of Investor Relations, Jack Worne, speaks with Hardman & Co about identifying genuine value in the AI space, navigating valuations and the outlook for investors in 2026.

Jack shares how EHE identifies defensible, high-potential businesses amid a flood of opportunities, offers insights on valuations and investor sentiment, explores the UK-US collaboration, the undervaluation of intellectual property and where the next big trends may emerge in 2026.

The discussion covers - 

  • What is EHE Venture Studio?
  • Selecting opportunities to find defensible, high-potential businesses
  • Valuations and pricing 
  • Cash and capital discipline
  • Investor sentiment and the “AI bubble” 
  • 2026 outlook
  • UK-US tech collaboration
  • Valuing UK intellectual property
  • AI trends for 2026

Whether you are a founder seeking support or an investor looking at early-stage AI, this conversation offers clear insight into how the venture studio model is reshaping the startup landscape.

 

Watch it on YouTube


EHE Venture Studio - where entrepreneurs help entrepreneurs, and investment meets real impact.

 

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