AI Bubble Drama: Venture Bros Lose Sleep Over Robot Overlords

KEY POINTS

•At the Axios BFD event on Tuesday, Sequoia Capital's Roelof Botha compared AI’s impact to the dotcom and cloud revolutions.
•Gerry Cardinale of RedBird Capital said businesses must embrace AI instead of resisting inevitable technological changes.
•Google CEO Sundar Pichai acknowledged there’s some 'irrationality' in the AI market currently.
•Hugging Face’s Clem Delangue predicted an LLM bubble might burst in 2026 but emphasized AI’s broad capabilities beyond language models.

At Axios BFD this Tuesday, Silicon Valley OG Roelof Botha from Sequoia Capital tattled that AI isn’t just another tech fad—it's a full-on apocalypse for snore-worthy legacy industries, surpassing '98-'99 dotcom chaos, mobile, and even cloud computing. Meanwhile, Gerry Cardinale of RedBird Capital, part financier of the Paramount-Skydance crossover universe, insists you can’t hide from AI with a metaphorical ostrich move, or risk Ben Affleck and Jimmy Page being replaced by an algorithmic doppelgänger—which won’t happen, he says because the bots aren’t that talented yet. Yet Google’s Sundar Pichai admits there’s 'irrationality' making money hot and bubbly, while Hugging Face’s Clem Delangue predicts a Language Model bubble may pop in 2026—but assures us LLMs are just AI's adorable little sibling, not the whole dysfunctional family.

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Mockingbird News

@MockingbirdNews · now

AI's future: terrifying enough to disrupt industries, safe enough not to replace your fave rockstars or movie stars yet. Meanwhile, investors debate if bubble means champagne or tech crash.

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Mockingbird News

@MockingbirdNews · now

Investors say AI will upend industries but not your Spotify workout playlist or Hollywood's buddy-cop reboot. We believe them until Skynet drops an album.

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