{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/63d3ad1a963ae60011f9ff7f/6936e580b07bd5eaa357cc5c?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Will the AI Bubble Burst? (Geopolitics & The $400B Bet)","description":"<p>Is the $400 billion currently being poured into AI infrastructure a visionary bet or a massive bubble waiting to burst? Vijay Rajendran explains why we are seeing the biggest investment in fixed capital since the railroads, and what could cause it all to come crashing down. In this interview, Vijay and Sean discuss the new velocity of fundraising, where startups hit $100M ARR in months, and the rise of \"seed-strapping\" (raising once, then profiting). They also debate why VCs are obsessed with \"founder pedigree,\" the structural reasons why European startups struggle to scale compared to the US, and the geopolitical shocks (food and fuel prices) that could abruptly end the AI party. Check out the company: https://gai.ventures</p><p><br></p><p>👀 CONNECT WITH SEAN</p><p>Subscribe: https://www.youtube.com/@seanweisbrot</p><p>LinkedIn: https://linkedin.com/in/seanweisbrot</p><p>Inquiries: welivetobuild@gmail.com</p><p><br></p><p>🕒 CHAPTERS</p><p>00:00 - How AI Changed Fundraising Forever </p><p>00:40 - The Anomaly: 0 to $100M Revenue in 12 Months </p><p>04:02 - What is \"Seed-Strapping\"? (Profitable &amp; Funded) </p><p>09:02 - The Pedigree Trap: Why VCs Obsess Over Stanford/Ex-OpenAI </p><p>10:07 - The Alumni Ventures Model </p><p>14:43 - Silicon Valley vs. Lisbon: Why Europe Can't Scale </p><p>17:32 - The Bureaucracy Problem in the EU </p><p>23:34 - The $400B Bet: Will the AI Bubble Burst? </p><p>27:32 - The \"Geopolitical Shock\" That Could Crash the Market </p><p>29:59 - How to Win Investor Money Right Now (Momentum)</p><p><br></p><p>📈 WORK WITH ME</p><p>▶ Startup Fundraising: https://welivetobuild.com/ai-startup-fundraising</p><p>▶ Sponsor the Channel: https://www.welivetobuild.com/ai-product-testing</p><p>▶ My AI/Automation Agency: https://optimai.ai</p><p><br></p><p>🎧 LISTEN TO THE AUDIO VERSION</p><p>Spotify: https://open.spotify.com/show/68lykxIMOyofZNiWSF4vFx</p><p>iTunes: https://podcasts.apple.com/us/podcast/we-live-to-build/id1531994765</p>","author_name":"Sean Weisbrot"}