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Siddharth: There is no AI bubble because current models are incredibly powerful

Jonathan Siddharth · Turing CEO Jonathan Siddharth: Who Wins in Data Labelling & Why 99% of Knowledge Work Will Disappear · 20VC with Harry Stebbings · Dec 1, 2025 · at 0:15

Jonathan Siddharth is the founder and CEO of Turing, an AI company advancing frontier models.

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“I don't see an AI bubble. These models are incredibly powerful today.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

More from Jonathan Siddharth

Prediction Open · timeframe Dec 2035
Siddharth: All digital knowledge work will be automated within 10 years
“The glimpse of the future that I see is that all knowledge work is going to be automated. If a human's job involves looking at a computer, analyzing what's on the screen, using different tools, using a keyboard and a mouse, it's going to be automated. It's onl…”
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Siddharth: The era of traditional data labeling companies is over
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Jonathan Siddharth Dec 1, 2025 ▶ 0:00 Turing CEO Jonathan Siddharth: Who Wins in Data Labelling & Why 99% of Knowledge Work Will Disappear · 20VC with Harry Stebbings
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Siddharth: Traditional SaaS as we know it is completely over
“SaaS as we know it, I think is over. I think it's completely over.”
Jonathan Siddharth Dec 1, 2025 ▶ 0:20 Turing CEO Jonathan Siddharth: Who Wins in Data Labelling & Why 99% of Knowledge Work Will Disappear · 20VC with Harry Stebbings
Prediction Not checkable as stated
Siddharth: AGI development will follow a slow, steady takeoff timeline
“It's innings one, and I believe in slow takeoff. I'm sorry to pour cold water on all the AI doomers that might be listening to this, but we are not in a rapid takeoff scenario. I believe in slow, steady takeoff for AGI and eventually super intelligence.”
Jonathan Siddharth Dec 1, 2025 ▶ 9:18 Turing CEO Jonathan Siddharth: Who Wins in Data Labelling & Why 99% of Knowledge Work Will Disappear · 20VC with Harry Stebbings
Prediction Not checkable as stated
Siddharth: AGI will allow non-technical founders to launch startups cheaply
“In a future where AGI exists, this person will recruit a marketing GPT, a software engineer GPT, a PM GPT, and get off the ground for a lot less capital. A million flowers will bloom. Lots and lots of non-technical founders will start companies.”
Jonathan Siddharth Dec 1, 2025 ▶ 26:22 Turing CEO Jonathan Siddharth: Who Wins in Data Labelling & Why 99% of Knowledge Work Will Disappear · 20VC with Harry Stebbings
Insight
Siddharth: Current AI models suffer from a significant capability overhang
“And there's a very significant model capability overhang. By that, what I mean is the models are capable of X, but what we are getting out of the models is X minus Delta.”
Jonathan Siddharth Dec 1, 2025 ▶ 44:46 Turing CEO Jonathan Siddharth: Who Wins in Data Labelling & Why 99% of Knowledge Work Will Disappear · 20VC with Harry Stebbings
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