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Digital Disruption with Geoff Nielson — The AI Bubble Isn't the Dot-Com Bubble. It's Worse
Scout ratingSCOUT· 37%1h 15m·2026-09-07·Technology

The AI Bubble Isn't the Dot-Com Bubble. It's Worse

Digital Disruption with Geoff Nielson

Are we in an AI bubble? Veteran Silicon Valley investor Bill Reichert says yes, but that doesn’t mean the AI revolution is slowing down. In this episode we sit down with Bill Reichert, General Partner at Pegasus Ventures, to discuss the unprecedented investment pouring into AI, why many AI startups will fail, and…

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What people are saying

When the revenue stream is a circle jerk - Nvidia or Meta or Alphabet "investing" billions in hyperscalers that is money to buy back compute from the people who gave you the money in the first place. Harmless bootstrapping? Who is holding t…

@taiwanesecats · YouTube comment

The yellow jacket inference was so illustrative. I wonder what Bill thinks of factoring in possible climate, political, growing income divides. What a current world! :)

@uc3119 · YouTube comment

How about for a change we ask what do we want to do with this new tech? Can we please get honest answers, not the singularity BS or Mythos has feelings BS!

@nbrown5907 · YouTube comment

That scaling problem is so real. I’m regularly hearing stories about acquaintances that got involved with a promising startup, got a ton of funding, and then sputtered out in 1-2 years because they couldn’t break through the noise. It’s not…

@BasicBusiness123 · YouTube comment

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