The Brutal Honest Truth About An AI Bubble: How Private Equity Will Destroy the Market

Oct 14, 2025

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Artificial Intelligence has gone off the rails, private equity’s running out of cash, and venture capital’s throwing billions at anything with a “A.I.” in the name... welcome to Episode 304. Chris, Saied, and Rajeil unpack how Sora 2.0 just erased the line between real and fake, how 41 stocks now make up nearly half the S&P 500, and why every startup pitch sounds like a bad ChatGPT prompt. Sprinkle in a dash of market concentration risk, a splash of FOMO-fueled insanity, and you’ve got a recipe for the next great bubble.

➡️ But the gang doesn’t stop there. They dig into the dark side of private equity: the vintage funds running on fumes, the liquidity crunch nobody wants to admit, and what happens when inflated A.I. valuations meet leveraged balance sheets. Mix in a little immature humor, a few uncomfortable truths, and the kind of laughter that comes right before the crash, and you’ve got the brutally honest breakdown only The Higher Standard can deliver.

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🔗 Resources:

How Much of the S&P 500 Is AI Related Stocks? (Jim Bianco via X)

Venture capitalists have poured a record $192.7 billion into AI startups YTD (The Kobeissi Letter via X)

Private equity in general is totally hosed (The All-In Podcast via X)

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