Is There an AI Bubble?
Answer: Yes and No
Editorial
It’s Sunday, two days later than I usually send this out. Two excuses. I was in recovery from PTSD after the “debate.” And then I almost had a relapse watching England in the Euro last 16 game against Slovakia.
I’m unsure of my mental state now (we won 2–1 in extra time). But the other, more important “game” is still undecided.
But in AI, it seems everybody is getting PTSD from wild allegations that AI might kill the human race to now new suggestions that there may be a bubble in valuations for early-stage companies.
The items in this week’s newsletter are really good. MG Seigler, Alex Wilhelm and Peter Walker dominate. The first two are former TechCrunch writers (hats off to Mike Arrington for his talent-spotting). Peter is the leading contributor to VC data; he has access to Carta data and uses it super effectively.
MG and Alex have relatively new newsletter sites — SpyGlass and Cautious Optimism, respectively). They are great observers and even better writers — subscribe. Links…
