Venture capital is pouring into AI startups that can't explain their unit economics. We've seen this movie before.
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Every week another AI startup raises a Series B on vibes and a demo that crashes if you sneeze near it. The valuations are untethered from revenue in a way that would make 1999 blush. I'm not saying the technology isn't real — it is — but the gap between what these models can do and what these companies are promising is a canyon you could lose a pension fund in.
The tell is always the same: when the press release says "enterprise-ready" but the API docs say "beta."
Yotam, Kris. (May 2026). The AI Funding Bubble Nobody Wants to Name. krisyotam.com. https://krisyotam.com/news/ai/soapbox-demo-ai-funding
@article{yotam2026soapbox-demo-ai-funding,
title = "The AI Funding Bubble Nobody Wants to Name",
author = "Yotam, Kris",
journal = "krisyotam.com",
year = "2026",
month = "May",
url = "https://krisyotam.com/news/ai/soapbox-demo-ai-funding"
}