AI anxiety on the rise: Startup founders react to bubble fears

CNBC
2025.11.15 13:00
portai
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The AI market is facing scrutiny as short sellers like Michael Burry warn of a potential bubble, citing recurring costs in AI infrastructure. Startup founders have mixed reactions; Amjad Masad of Replit notes a slowdown in AI hype and revenue, while Navrina Singh of Credo AI sees ongoing growth and investment as essential. Concerns about debt funding and disappointing guidance from companies like CoreWeave add to the tension.