AI Investment Boom Faces Growing Hurdles and Bubble Risks

TL;DR Summary
AI is dominating startup investment in 2025, with over half of all VC money going into AI companies, primarily benefiting marquee firms like Anthropic, while overall startup funding has significantly decreased, creating a divide between AI and non-AI startups.
- If you’re not an AI startup, good luck raising money from VCs TechCrunch
- Why Fears of a Trillion-Dollar AI Bubble Are Growing Yahoo Finance
- GIC Sees ‘Hype Bubble’ in AI Ventures, Risk of Bond Selloffs Bloomberg.com
- Morgan Stanley warns AI stock boom is running out of steam qz.com
- The AI capex endgame is approaching Financial Times
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