I think we are in an AI startup bubble. And that is okay. New startups are raising money at unusual valuations, which do not quite make sense. The products they want to build are in highly competitive areas. And the economics are daunting. Many of these guys are going to fail. And that is okay. This is the time to get messy. In this video, some unstructured thoughts about the bubble forming in AI startups. It is going to be okay in the end, but make no mistake, there is a bust ahead.