Equity Live: From $300M seed rounds to data center builds, AI is feeling bubbly
Update: 2025-10-31
Description
Are we in an AI bubble? The Equity podcast team explores the wild money trends in artificial intelligence, from tripling valuations to hundreds of millions in seed rounds. They discuss the 'peak bubble' signs, such as huge bets on companies with unclear business models, and the rise of AI data centers. The team also highlights founders betting against the mainstream scaling race and the sustainability of viral AI demos as business models. As AI moves fast and uncertainty looms, investors, founders, and big companies are racing to determine if this is a bubble or the foundation for the future.
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