Equity Live: From $300M seed rounds to data center builds, AI is feeling bubbly

In this episode of Equity, Kirsten Korosec, Anthony Ha, and Max Zeff convene at Disrupt to discuss the startup battlefield companies, focusing on AI startups and the potential AI bubble. They highlight companies like Super Teacher, Ahoy, and Glide, and debate whether the current AI investment boom is justified by actual revenue or driven by FOMO, referencing the large seed rounds and high valuations of AI companies like Mercore. The conversation explores the possibility of consolidation in the AI sector, the energy demands of AI data centers, and the role of government interest in sustaining the AI industry. They also touch on alternative approaches to AI development, such as building smaller, more adaptable models, and critique the trend of startups prioritizing viral marketing over unique ideas. The hosts preview upcoming interviews at Disrupt, including discussions with Waymo's co-CEO and the co-founder of Solana.