Equity Equity Live: From $300M seed rounds to data center builds, AI is feeling bubbly
34 snips
Oct 31, 2025 The discussion kicks off with a pressing question: are we witnessing an AI bubble? The hosts delve into rapid valuation growth and staggering funding rounds, pointing to signs of financial frenzy. The emergence of AI data centers reshapes infrastructure investing, drawing unexpected players into the mix. A contrarian founder shares insights on betting against the scaling race, while the sustainability of viral startups provokes debate. With a vibrant backdrop of TechCrunch Disrupt, the conversation is as lively as the event itself!
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Money Outpacing Product Maturity
- A handful of seed rounds and valuations feel disconnected from current product maturity.
- Massive capital is chasing promise rather than proven revenue or products.
Spending vs. Economic Justification
- Hyperscalers and startups report strong AI spending but it still falls short of infrastructure projections.
- The $400B infrastructure projection depends on AI materially changing productivity and revenue models.
Don't Let FOMO Drive Investments
- Avoid investing driven solely by FOMO and the fear of missing out on the next big winner.
- Assess fundamentals and realistic value before committing capital to early-stage AI plays.