The Fairness crew was dwell at Trendster Disrupt 2025! Hosts Kirsten Korosec, Max Zeff, and Anthony Ha took over the Builders Stage on Monday morning to kick off the occasion with the query everybody’s asking: are we in an AI bubble?
Between valuations which have tripled in months, $300M seed rounds, and $100B commitments flying round, the cash is shifting quick — perhaps too quick. The Fairness crew broke down what peak bubble appears like, the place the precise enterprise fashions are (spoiler: plenty of corporations are betting on AI information facilities), and why some founders are betting towards the scaling race totally.
Take heed to the complete episode to listen to:
- Why this seems like peak bubble territory, and what the wildest funding rounds of the previous month inform us about the place AI is headed
- How the AI information heart growth is reshaping infrastructure investing, and which sudden gamers are getting in on the motion
- What occurs when a startup’s viral demo turns into its complete enterprise mannequin (and whether or not that’s sustainable)
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