OnlyFounders

038: The AI Bubble, The Economy & Why Everything Feels… Off

Matt Lo & Anne Gillaspie

Matt and Anne sit down for a wide-open conversation about one of the biggest questions hovering over today’s tech world: Are we living in an AI bubble? They break down the trillion-dollar AI contracts, why enterprise AI pilots are failing at staggering rates, and how data pipelines—not the models—are the real bottleneck. From trust, regulation, and bias inside the weights… to AI as a household tool… to whether companies have already squeezed as much juice out of AI hype as possible, they pull the thread all the way through.

🚨 Stuff You’ll Want to Remember

  • “AI isn’t failing because the models are bad — it’s failing because companies don’t know how to execute.” — Matt
  • “The world is one big test case right now.” — Anne
  • “We reward AI for looking right. That’s the dangerous part.” — Matt
  • “Raising a family today isn’t just expensive — it’s a cultural tug-of-war.” — Anne

📡 Where to Find Us