AI Investment Boom Faces Growing Hurdles and Bubble Risks

TL;DR
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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