The Startup Ideas Podcast

Are We in an AI Bubble? (Sam Altman Warns YES + Your 2-Path Playbook)

25 Aug 2025

Audio

Description

On this episode I breakdown whether we're experiencing an AI bubble by examining arguments on both sides. I discuss how AI startups are receiving unprecedented funding despite potential economic weaknesses, while also acknowledging the genuine utility and adoption of AI technologies. I also share practical advice for founders navigating this landscape, emphasizing that fundamentals like user engagement and profitable pricing remain essential regardless of market conditions. Timestamps: 00:00 - Intro 00:33 - Yes it's a bubble 07:06 - No it's not a bubble 10:31 How to play the AI Wave 14:26 - What happens in a bubble 15:07 - The benefits of a bubble Key Points: • The case for an AI bubble includes excessive hype around startups, inflated valuations (seed rounds of $20-30M), similar base models across companies, and questionable unit economics • Arguments against a bubble include demonstrable utility in workflows, falling training and inference costs, increasing adoption rates, and development of new competitive moats • Different strategies are recommended for founders depending on whether they believe it's a bubble or not • Historical patterns show that even in bubbles, truly valuable companies emerge and thrive long-term The #1 tool to find startup ideas/trends - https://www.ideabrowser.com LCA helps Fortune 500s and fast-growing startups build their future - from Warner Music to Fortnite to Dropbox. We turn 'what if' into reality with AI, apps, and next-gen products https://latecheckout.agency/ Boringmarketing - Vibe Marketing for Companies: boringmarketing.com The Vibe Marketer - Join the Community and Learn: thevibemarketer.com Startup Empire - a membership for builders who want to build cash-flowing businesses https://www.skool.com/startupempire/about FIND ME ON SOCIAL X/Twitter: https://twitter.com/gregisenberg Instagram: https://instagram.com/gregisenberg/ LinkedIn: https://www.linkedin.com/in/gisenberg/

Transcription

This episode hasn't been transcribed yet

Help us prioritize this episode for transcription by upvoting it.

0 upvotes

🗳️ Sign in to Upvote

Popular episodes get transcribed faster

Other episodes from The Startup Ideas Podcast

Transcribed and ready to explore now

How I Use Claude Code & Cursor (Ship 10X Faster)

01 Dec 2025

The Startup Ideas Podcast

My honest review of AI Product Designer backed by Y-Combinator (v0 Users Need to See This)

05 Mar 2025

The Startup Ideas Podcast

I Built a $10M AI Startup as a College Dropout (Exact Strategy That Worked)

26 Feb 2025

The Startup Ideas Podcast

Perplexity vs ChatGPT "Deep Research" For Startup Ideas Shocked Me

19 Feb 2025

The Startup Ideas Podcast

I built an AI startup in 65 minutes (using ChatGPT, Leonardo AI, Kling AI, ElevenLabs)

05 Feb 2025

The Startup Ideas Podcast

4 microSaaS ideas you can build to make $100k/month

03 Feb 2025

The Startup Ideas Podcast

View all episodes from The Startup Ideas Podcast

Comments

There are no comments yet.

Please log in to write the first comment.

Report any issue

The Startup Ideas Podcast

Are We in an AI Bubble? (Sam Altman Warns YES + Your 2-Path Playbook)

This episode hasn't been transcribed yet

Other episodes from The Startup Ideas Podcast

How I Use Claude Code & Cursor (Ship 10X Faster)

My honest review of AI Product Designer backed by Y-Combinator (v0 Users Need to See This)

I Built a $10M AI Startup as a College Dropout (Exact Strategy That Worked)

Perplexity vs ChatGPT "Deep Research" For Startup Ideas Shocked Me

I built an AI startup in 65 minutes (using ChatGPT, Leonardo AI, Kling AI, ElevenLabs)

4 microSaaS ideas you can build to make $100k/month

Sign in to Audioscrape

Share this moment