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"Is there an AI bubble?” Gavin Baker and David George

58.6K views
•
October 30, 2025
by
a16z
YouTube video player
"Is there an AI bubble?” Gavin Baker and David George

Transcript

Are we in an AI bubble? Uh, I do not believe we're in an AI bubble today. I was, depending on how you look at it, the privilege and the misfortune of being a tech investor during the year 2000 bubble, which was really a telecom bubble. And I think it's really helpful to compare and contrast today to the year 2000. The year 2000 internet bubble or t... Read More

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