Equity Live: From $300M seed rounds to data center builds, AI is feeling bubbly

TheEquitycrew 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’s asking: are we in an AI bubble? 

  • Why this feels like peak bubble territory, and what the wildest funding rounds of the past month tell us about where AI is headed 
  • How the AI data center boom is reshaping infrastructure investing, and which unexpected players are getting in on the action 
  • What happens when a startup’s viral demo becomes its entire business model (and whether that’s sustainable) 

Source: Techcrunch

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