Equity staff is live at TechCrunch Disrupt 2025! On Monday morning, hosts Kirsten Kolosek, Max Zeff, and Anthony Ha took over the Builders Stage and kicked off the event with the question everyone should be asking. “Are we in an AI bubble?”
Between a valuation that tripled in a few months, a $300 million seed round, and $100 billion in commitments flying around, money moves fast, maybe too fast. The equity team breaks down what the peak of the bubble looks like, where the business model actually lies (spoiler: many companies are betting on AI data centers), and why some founders are completely against the race to scale.
Listen to the full episode and hear what’s next.
Why this feels like peak bubble territory and what last month’s wildest funding round told us about where AI is headed How the AI datacenter boom is reshaping infrastructure investing and what unexpected players are getting in on the action What happens when a startup’s viral demo becomes its entire business model (and whether it’s sustainable)
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