Nvidia valuation bets

MongoDB.local San Francisco is happening on January 15th. Learn more and register here → http://mdb.link/sf-dot-local At the Cerebral Valley AI Summit, we surveyed more than 300 founders and investors with one question:“Which billion-dollar AI startup would you short?” The answers were… blunt.In this episode, Eric, Max Child and James Wilsterman break down the most surprising picks, what they reveal about the state of AI in 2025, and the shifting mood inside the industry. We also revisit the biggest moments from the summit — from agentic AI to the sustainability of today’s valuations.