Equity Live: From $300M seed rounds to data center builds, AI is feeling bubbly
The Equity crew was live at TechCrunch Disrupt 2025! Hosts Kirsten Korosec, Max Zeff and Anthony Ha took over the Builders Stage on Monday morning to kick off the event with the question everyone is asking: are we in an AI bubble?
Between valuations that have tripled in months, $300 million in seed rounds, and $100 billion in commitments flying around, the money is moving fast — perhaps too fast. The Equity team has laid out what the peak bubble looks like, where the real business models are (spoiler: many companies are betting on AI data centers), and why some founders are completely betting against the scale race.
Listen to the full episode and hear:
- Why this feels like peak bubble territory, and what last month’s wildest funding rounds tell us about where AI is going
- How the rise of AI data centers is reshaping infrastructure investments, and which unexpected players are taking action
- What happens when a startup’s viral demo becomes its entire business model (and whether that’s sustainable)
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