We Live to Build Will the AI Bubble Burst? (Geopolitics & The $400B Bet)
Is the $400 billion currently being poured into AI infrastructure a visionary bet or a massive bubble waiting to burst? Vijay Rajendran explains why we are seeing the biggest investment in fixed capital since the railroads, and what could cause it all to come crashing down. In this interview, Vijay and Sean discuss the new velocity of fundraising, where startups hit $100M ARR in months, and the rise of "seed-strapping" (raising once, then profiting). They also debate why VCs are obsessed with "founder pedigree," the structural reasons why European startups struggle to scale compared to the US, and the geopolitical shocks (food and fuel prices) that could abruptly end the AI party. Check out the company: https://gai.ventures
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🕒 CHAPTERS
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00:00 - How AI Changed Fundraising Forever
00:40 - The Anomaly: 0 to $100M Revenue in 12 Months
04:02 - What is "Seed-Strapping"? (Profitable & Funded)
09:02 - The Pedigree Trap: Why VCs Obsess Over Stanford/Ex-OpenAI
10:07 - The Alumni Ventures Model
14:43 - Silicon Valley vs. Lisbon: Why Europe Can't Scale
17:32 - The Bureaucracy Problem in the EU
23:34 - The $400B Bet: Will the AI Bubble Burst?
27:32 - The "Geopolitical Shock" That Could Crash the Market
29:59 - How to Win Investor Money Right Now (Momentum)
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