AI Bubble
topic on 4 shows · 10 statements across 9 episodes
WTF is with Nikhil Kamath 
Big Technology 
All-In 
20VC
10 statements about AI Bubble, every show
Roy: Retail Volatility and AI Hype Signal Early Stages of Bubble's End
“Like, Leopold and situational awareness. These stories, this is the early part of any kind of bubbles ending cycle.”
Albergati: AI Infrastructure Bottlenecks Prevent the Boom From Becoming a Bubble
“I think those actually, they're like, I mean, other people have made this point too. I'm not the first person to say this, but like those actually, you know, kind of prevent this thing from going off the rails. It's like a bubble, you know, prevention mechanis…”
Cuban: AI bubble won't harm average Americans, could destroy VCs
“So it's not a bubble that's going to impact most people in the room, right? Or most people across the U S but it could just destroy a lot of VCs and a lot of funds and a lot of PE, right? Because they're going all in.”
Midha: Tech Is in a GPU Wastage Bubble, Not an AI Bubble
“We're not in an AI bubble for sure. I'll tell you that, which is the question I keep getting asked. We are definitely in a GPU wastage bubble where there are stranded pockets of compute, like billions of dollars of compute that are sitting unutilized.”
Siddharth: There is no AI bubble because current models are incredibly powerful
“I don't see an AI bubble. These models are incredibly powerful today.”
Cahn: Any AI bubble unwind will hit household stock portfolios, not banks
“What I think is going to be interesting if to the extent that the bubble unwinds at some point, it's going to be an equity unwind. And what that looks like is 40% of the S&P 500 is basically a bet on AI. And so to the extent that the bet unwinds, stock prices …”
Sharma: US stock market would be down without the AI bubble
“Because if it weren't for the AI bubble today, the AI mania, I think the American stock market would be down.”
Grinda: Tech remains in the middle of an AI bubble
“We're still in the middle of an AI bubble. If you look at like the amount of money that's going into AI versus every other category in terms of valuations raised, the amount, the number of companies getting funded.”