Latest / AI Unveiled - Hype vs. Reality
The AI Valuation Bubble: Hype, Loops & Revenue Smoke
🎙️ Episode Title:
The AI Valuation Bubble: Hype, Loops & Revenue Smoke
📝 Episode Description:
In this episode of AI Unveiled: Hype vs. Reality, Asif Waliuddin breaks down the most dangerous illusion in tech today: AI startup valuations divorced from reality. From CoreWeave’s $26B IPO dreams to the circular logic of VC round-tripping, we unpack how perception is overtaking performance — and why the correction is coming.
Discover how strategic ambiguity, investor FOMO, and concentrated revenue streams are distorting the AI landscape. This isn’t just hype — it’s a bubble, and we’re tracing its…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.