Topline The AI Bubble Is Going to Burst In…
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Aug 31, 2025 Are we on the brink of an AI bubble? The hosts dissect the current AI investment landscape, comparing it to past financial bubbles. They highlight the disconnect between soaring valuations and actual business fundamentals. With discussions on marketing strategies, the role of storytelling in the AI realm, and the challenges facing startups, the conversation is both insightful and thought-provoking. Insights on CEO responsibilities amidst these market pressures round off this engaging exploration of AI's future.
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Road Trip With A Crying Baby
- Sam recounts driving eight hours with a crying baby and getting lost in Montpellier looking for parking.
- The story sets a casual tone and humanizes the hosts before the main topic.
Scale Of AI Investment Creates Systemic Risk
- Massive AI investment needs ($3T by 2029) mean funding will come from profits, equity and increasing debt.
- That mix raises systemic risk because debt exposure grows when returns are uncertain.
Venture Dry Powder Is Shrinking Fast
- Venture invest activity rose 75% Y/Y while VC fundraising fell 34% Y/Y, depleting dry powder.
- Declining reserves mean fewer bridges and less cushion if markets turn.