The Equity team went live at TechCrunch Disrupt 2025! Hosts Kirsten Korosec, Max Zeff, and Anthony Ha kicked off the event on the Builders Stage Monday morning, diving into the big question on everyone’s mind: are we experiencing an AI bubble?
With valuations soaring threefold in just months, seed rounds hitting $300 million, and $100 billion deals making headlines, capital is flowing at a breakneck pace—maybe too quickly. The Equity crew explored what defines a bubble at its peak, where real revenue streams might be hiding (hint: many are banking on AI data centers), and why some founders are steering clear of the scaling frenzy altogether.
Tune in to the full episode to discover:
- What makes this moment feel like the height of a bubble, and what the most eye-popping funding rounds in recent weeks reveal about the future of AI
- How the surge in AI data centers is transforming infrastructure investment, and which surprising players are joining the movement
- Why Cohere’s former head of AI research is bucking the trend and opting out of the scaling competition
- What it means when a startup’s viral demo becomes its whole business—and if that approach can last
