Kyle Rizdahl

Shiloh Tilleman-Dick is with the National Venture Capital Association.

Shiloh Tilleman-Dick is with the National Venture Capital Association.

Tillman-Dick says venture capital has long been something of a winner-take-all industry, but the level of concentration right now?

Tillman-Dick says venture capital has long been something of a winner-take-all industry, but the level of concentration right now?

I think this is unusual.

I think this is unusual.

He says one reason, besides just the general hype around AI, is that it does require a good deal of capital.

He says one reason, besides just the general hype around AI, is that it does require a good deal of capital.

And this VC AI spending spree is likely to continue, says Steve Kaplan of the University of Chicago, because the stock market is strong and interest rates are on their way down.

And this VC AI spending spree is likely to continue, says Steve Kaplan of the University of Chicago, because the stock market is strong and interest rates are on their way down.

In those situations, you tend to see venture capital spending being robust.

In those situations, you tend to see venture capital spending being robust.

The hard part is knowing, you know, when you've gone too far.

The hard part is knowing, you know, when you've gone too far.

Bubble?

Bubble?

Question mark?

Question mark?

I'm Daniel Ackerman for Marketplace.

I'm Daniel Ackerman for Marketplace.