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The AI Bubble Is Going to Burst In…

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Release Date: 08/31/2025

Big Tech Will Lay Off 1M People In 2026. Are You One of Them? show art Big Tech Will Lay Off 1M People In 2026. Are You One of Them?

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We ran a comprehensive model to predict how many layoffs may happen in 2026. To see our math, and try to predict what’s next, tune into this full episode of Topline.    Thanks for tuning in! Catch new episodes every Sunday to Topline Newsletter. , the #1 podcast for founders, operators, and investors in B2B tech. to connect with 600+ revenue leaders to keep the conversation going beyond the podcast!   Chapters: 00:43 Show intro & what we’re covering today 01:31 Setting the stage: big layoffs & what’s coming 01:54 Quiz Pro Quo: the tech ecosystem trivia segment...

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99% of AI Leaders STILL Don’t Know How to Keep Us Safe show art 99% of AI Leaders STILL Don’t Know How to Keep Us Safe

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The biggest AI companies in the world have made some bold statements about their priorities, but their actions haven't always lined up.   Thanks for tuning in! Catch new episodes every Sunday to Topline Newsletter. , the #1 podcast for founders, operators, and investors in B2B tech. to connect with 600+ revenue leaders to keep the conversation going beyond the podcast!   Chapters: 00:00 Welcome Back to Topline 00:52 How Well Do You Know The AI Bubble? 12:48 AI's Job Market Collapse? 15:19 Anthropic's Controversial Funding 30:25 Where is Funding Going? 47:38 How Should We Invest in...

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The Inevitable Rise of 72-Hour Work Weeks, Explained show art The Inevitable Rise of 72-Hour Work Weeks, Explained

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Dave Kellogg, EIR at Balderton Capital, wrote an explosive piece on the reality of modern startups in 2025. Dave walks us through the winners and losers in the AI era. Read Dave’s Article Here: Thanks for tuning in! Catch new episodes every Sunday to Topline Newsletter. , the #1 podcast for founders, operators, and investors in B2B tech. to connect with 600+ revenue leaders to keep the conversation going beyond the podcast!   Chapters: 00:47 Introduction & editorial setup 03:03 Defining winning: market share as goal 07:09 Marathon vs sprint; growth tradeoffs 12:02 Switching...

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AI Cults? The Most Popular ChatGPT Uses Are Not What You Think. show art AI Cults? The Most Popular ChatGPT Uses Are Not What You Think.

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The Topline crew, joined my Kyle Norton from the Revenue Leadership Podcast, look at the newest ChatGPT usage data. This is getting unhealthy   Thanks for tuning in! Catch new episodes every Sunday to Topline Newsletter. , the #1 podcast for founders, operators, and investors in B2B tech. to connect with 600+ revenue leaders to keep the conversation going beyond the podcast.   Chapters: 00:00 AI’s Personal Health Impact  00:37 Intro & Today’s Three Topics  01:38 ChatGPT Usage Study Overview  02:34 Non-Work Usage Surges to 73%  05:05 Writing Beats Search...

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The Most Surprising Companies Private Equity is Buying show art The Most Surprising Companies Private Equity is Buying

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We ran an analysis on some of the biggest Private Equity assets and acquisitions. Is the explosion of this space a bubble, or is there something deeper happening here? 3 CEOs debate!   Chapters: 00:00 – Private Equity’s Reach 05:00 – The Broader Impact of Private Equity 10:00 – Toll Roads, Robert Moses, and Infrastructure Power 15:00 – What It’s Like to Work for Private Equity 23:50 – Inside Vista and the Private Equity Playbook 27:50 – Preparing for a Private Equity Acquisition 30:50 – Founder Perspectives on Being Acquired 38:10 – The Role of AI in Private...

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The Fastest Way to Make $1M in 2025 is Not What You Think show art The Fastest Way to Make $1M in 2025 is Not What You Think

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3 millionaires explain how they would make $1M with these business models, strategies, and systems.    Thanks for tuning in! Catch new episodes every Wednesday.  to Topline Newsletter. , the #1 podcast for founders, operators, and investors in B2B tech. to connect with 600+ revenue leaders to keep the conversation going beyond the podcast!   Chapters: 00:00 Introduction and Agenda 03:17 Bootstrapping: Who It’s For and Why It Matters 09:00 Executive Search and the Craft Business Dilemma 10:06 The Venture Trap and Valuation Missteps 13:48 Smart vs. Dumb Money: Lessons...

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If You Want $100M FAST, Copy These Startups show art If You Want $100M FAST, Copy These Startups

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The Topline crew breaks down the fastest growing startups of 2025.   Chapters: 02:20 Welcome to Top Line  02:57 Discussion on AI Company Investments  08:47 Fastest to $10 Million in Revenue  09:53 Debate on AI Market Sustainability  15:58 AI’s Impact on Business Strategies 29:58 Fastest to $50 Million in Revenue  33:16 PLG vs. Sales-Led Growth  34:08 Choosing the Right Business Model 37:03 Fastest to $100 Million in Revenue  38:07 Revenue Milestones and AI Companies  42:00 Challenges with AI Accuracy  45:35 Fastest to $500 Million  50:29...

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This Controversial Industry is Secretly Creating Billionaires show art This Controversial Industry is Secretly Creating Billionaires

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Special purpose vehicles are the biggest underworld in startups. They’re creating more opportunity to invest in some of the biggest companies in the world. That doesn’t mean they don’t come with risk. Peter Walker from Carta gives us a full breakdown. 00:00 Too Good to Be True?  01:05 Deep Dive into SPVs  04:03 The Growth and Impact of SPVs  06:04 Understanding SPVs in Venture Capital  23:31 The AI Bubble and Its Implications  32:43 Will Startups Shut Down? 33:52 Hiring and Firing in Startups 39:09 Private Equity vs. Venture Capital 44:28 AI’s Role in Business...

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We Obsessed Over Palantir's $370B Strategy (Nobody Talks About THIS) show art We Obsessed Over Palantir's $370B Strategy (Nobody Talks About THIS)

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We went DEEP studying Palantir so you don't have to. We uncover how its stock keeps growing, how the company handles sales and marketing, and to understand why it’s such a cultural phenomenon. Thanks for tuning in! Catch new episodes every Sunday Don’t miss GTM2025 — the only B2B tech conference exclusively for GTM executives. to Topline Newsletter. , the #1 podcast for founders, operators, and investors in B2B tech. to connect with 600+ revenue leaders to keep the conversation going beyond the podcast! Chapters: 00:00 Introduction and Palantir's Enigmatic CEO 00:53 Welcome to Top...

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‘Every Person On My Team Codes Now’ - Inside $250M Founder’s AI Coding Experiment show art ‘Every Person On My Team Codes Now’ - Inside $250M Founder’s AI Coding Experiment

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AJ Bruno, the CEO of $21M SaaS startup Quota Path, explains his company-wide experiment to make all of his employees vibe code. The results were shocking.   Thanks for tuning in! Catch new episodes every Sunday. Don’t miss GTM2025 — the only B2B tech conference exclusively for GTM executives. to Topline Newsletter. , the #1 podcast for founders, operators, and investors in B2B tech. to connect with 600+ revenue leaders to keep the conversation going beyond the podcast!   Chapters: 00:00 The Future of AI in Startups  00:52 Introduction to Top Line  05:08 Vibe Coding...

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More Episodes

In this episode of Topline, hosts Sam Jacobs, Asad Zaman, and AJ Bruno dive into the question of whether we’re currently in an AI bubble. We talk through key data points on valuations, venture capital’s dry powder, and $3 trillion in projected data center investments. Is AI unsustainable hype, true long-term growth, or both at the same time?

Thanks for tuning in! Catch new episodes every Sunday and Thursday.

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Subscribe to Topline Newsletter.

Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech.

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00:00 The AI Bubble + Banter

04:56 Deep Dive into AI Investments

08:18 Defining and Understanding Market Bubbles

21:16 The Role of CEOs and Operators in AI

25:16 Future of AI and Market Predictions

38:31 AI Has a Marketing Problem

38:56 The Bubble and Big Tech

42:41 Valuation Trends in Startups

48:45 Bridge Rounds and Investor Strategies

53:22 AI Performance Metrics

01:04:04 Concluding Thoughts and Random Questions