Is the AI Bubble About to Pop?
About this episode
The episode discusses the potential of the AI bubble bursting and the competition between established AI companies and open-source alternatives.
Is the AI trade getting crowded? This week on Hivemind, Delphi Ventures Partner Tommy Shaughnessy joins the show to debate one of the biggest questions in technology and markets today: can OpenAI and Anthropic justify their valuations, or is open-source AI about to take market share? The team discusses enterprise AI spending, the economics of frontier models, the rise of open-source alternatives, SpaceX's IPO, the AI bubble debate, Hyperliquid's continued growth, and the latest developments s...
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