Startup Losses Fuel AI Boom 11/14/25
Nov 14, 2025•6 min
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Episode description
Fears around a big tech AI bubble are still weighing on markets, but the source of frothiness could instead be from the private AI markets. Startup losses are the engine of the boom, and every dollar they burn on compute turns into revenue for a megacap player like Microsoft, Amazon and Nvidia.
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