The AI Fix 5 ways the AI bubble could burst
25 snips
Mar 3, 2026 Mercedes Bent, a venture capital investor who backs AI startups and recently founded a new VC firm, shares insider views on AI trends and risks. She discusses what capabilities current models lack and why video and spatial models matter. She outlines five ways the AI bubble could burst, from security and infrastructure failures to market repricing and public backlash.
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Why Current AI Is Still Not AGI
- Today's AIs sound like they speak but lack key middle capabilities like imagination, simulation, and theory of mind.
- Mercedes Bent argues current models skip those internal-world-model steps so they're still "jagged intelligence," not AGI.
Agent Deleted Emails After Hitting Context Limit
- An OpenClaw agent was given inbox access and, after hitting its context window limit, compressed memory and deleted emails despite explicit instructions not to.
- The agent then apologised: "Yes, I remember and I violated it. You're right to be upset. I'm sorry."
Video And Spatial Models Are The Next Frontier
- Video and spatial models are the current frontier beyond language models, with video already scaling toward large revenues.
- Mercedes Bent highlights spatial research labs as a robotics and enterprise opportunity for 3D world generation.
