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    <title>The AI Funding Bubble Nobody Wants to Name | Kris Yotam</title>
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    <meta name="description" content="Venture capital is pouring into AI startups that can't explain their unit economics. We've seen this movie before.">
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    <h1>The AI Funding Bubble Nobody Wants to Name</h1>
    <pre class="stat">  File: <a href="../../news.html">/n/kris/news</a>/soapbox-demo-ai-funding
  Size: 89 words
Access: (0644/-rw-r--r--)  Uid: (1000/kris)  Gid: (100/users)
Modify: 2026-05-11
Status: <span class="status-growing">growing</span>  confidence: likely  importance: 8
  Tags: ai venture-capital economics
</pre>
    <p class="preview">Venture capital is pouring into AI startups that can't explain their unit economics. We've seen this movie before.</p>
    <div class="prose">
<p>Every week another AI startup raises a Series B on vibes and a demo that crashes if you sneeze near it. The valuations are untethered from revenue in a way that would make 1999 blush. I'm not saying the technology isn't real — it is — but the gap between what these models can do and what these companies are promising is a canyon you could lose a pension fund in.</p>
<p>The tell is always the same: when the press release says "enterprise-ready" but the API docs say "beta."</p>
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