The re:Start Pod Are We in an AI Bubble? 3 AI Founders React - Ep1
Oct 31, 2025
In this engaging discussion, Damon Burrow, an early-stage investor with a rich background in startups and venture capital, dives into the hot topic: is there an AI bubble? He analyzes market dynamics and the implications of circular finance on AI valuations. The guests debate OpenAI's strategy versus Anthropic's infrastructure approach, explore the real financials of the AI stack, and ponder whether humanoid robots are genuine innovations or just hype. Plus, they delve into the booming prediction markets and their potential impact on the financial landscape.
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AI As An Industrial-Scale Disruption
- AI's disruption is more like the industrial revolution than SaaS, affecting large parts of the workforce.
- Expect moderate valuation corrections but not a catastrophic collapse like the dot-com crash.
Infrastructure Holds Stronger Than Models
- Hardware and data-center infrastructure show clear, measurable growth that underpins AI economics.
- The model and application layers remain unsettled and prone to speculative failure.
Pick Partners That Don't Compete With You
- Prefer providers that avoid competing with their customers when choosing a platform partner.
- Consider Anthropic-style infrastructure plays if you want a partner that won't undercut your vertical business.