Riding the Wave of AI Innovation: From Seed Rounds to Data Center Builds

The AI Bubble: Are We Headed for a Crash?

TechCrunch Disrupt 2025 witnessed an intense discussion on the growing concerns surrounding the AI industry. Hosted by Kirsten Korosec, Max Zeff, and Anthony Ha, the Equity crew delved into the question on everyone’s mind: is the AI bubble about to burst?

With valuations skyrocketing, billion-dollar seed rounds becoming the norm, and massive commitments being made left and right, the financial landscape in the AI sector seems to be moving at an alarming pace. The Equity team dissected the signs pointing towards a potential bubble burst, highlighted the rise of AI data centers as a key business model, and explored why some founders are hesitant to join the scaling frenzy.

Tune in to the complete episode for insights on:

• The surge in funding rounds signaling a possible peak bubble and the implications for the future of AI technology.

• The transformation of infrastructure investing driven by the AI data center boom and the unexpected players entering the arena.

• The risks associated with a startup building its entire business model around a viral demo and the sustainability of such a strategy.

For more engaging discussions on Equity, follow the podcast on Apple Podcasts, Overcast, Spotify, and other platforms. Stay updated with Equity on Twitter and Threads at @EquityPod.