“Is the AI Bubble About to Pop?” from “The Hivemind” by pods4.me

Is the AI trade getting crowded? This week on Hivemind, Delphi Ventures Partner Tommy Shaughnessy joins the show to debate one of the biggest questions in technology and markets today: can OpenAI and Anthropic justify their valuations, or is open-source AI about to take market share? The team discusses enterprise AI spending, the economics of frontier models, the rise of open-source alternatives, SpaceX's IPO, the AI bubble debate, Hyperliquid's continued growth, and the latest developments surrounding Zcash and the private Bitcoin thesis. TIMESTAMPS 00:00:00 Introduction & Market Outlook 00:05:00 OpenAI, Anthropic & Enterprise AI Spending 00:08:53 Open Source vs Frontier Models 00:24:41 Are We In An AI Bubble? 00:35:17 SpaceX IPO & Equity Issuance 00:38:13 AI Regulation & Political Risk 00:53:36 Hyperliquid & HYPE 01:04:14 Zcash & The Private Bitcoin Thesis 01:13:16 Final Thoughts Link to our Youtube: https://www.youtube.com/@Delphi_Digital Follow Ceteris: ⁠https://x.com/ceterispar1bus⁠  Follow Jason: ⁠https://x.com/3xliquidated⁠  Follow Tommy: https://x.com/Shaughnessy119 Follow Jose: https://x.com/ZeMariaMacedo Follow Kevin: https://x.com/Kevin_Kelly_II