AI bubble concerns have intensified after several high-profile signals raised investor anxiety. Sam Altman warned investors may be overexcited and noted some tiny AI startups are receiving irrational valuations, predicting both large losses and large gains. CB Insights data shows 50% of venture dollars went to AI startups in the first half of 2025, exceeding full-year 2024 AI funding in six months. Major tech stocks recently declined amid overheating fears. Some investors question whether large language models can yield superintelligence, while others fear massive tech spending will not pay off and inexperienced investors may be swept up in hype. Nvidia earnings are viewed as a market test.
Are we in a phase where investors as a whole are overexcited about AI? My opinion is yes,
Is AI the most important thing to happen in a very long time? My opinion is also yes.
Someone is going to lose a phenomenal amount of money,
We don't know who, and a lot of people are going to make a phenomenal amount of money.
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