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Why the AI Bubble Misses Where Startups Actually Win

With models swapping in and out, the startup edge lies in the application layer; vibe coding and infrastructure bets are the actual durable advantages.

Michael SeibelhostHarj TaggarhostGarry TanhostDiana Huhost
Dec 22, 202530mWatch on YouTube ↗

CHAPTERS

  1. 0:00 – 0:50

    Intro

  2. 0:50 – 5:36

    Anthropic models are most preferred in the latest YC batch

  3. 5:36 – 7:01

    Why aren’t there more AI consumer apps?

  4. 7:01 – 9:08

    Swapping models in and out is becoming the norm

  5. 9:08 – 14:37

    The big AI bubble question

  6. 14:37 – 17:29

    Space as the solve for data centers and energy

  7. 17:29 – 21:01

    Interest in starting model companies

  8. 21:01 – 22:23

    Vibe coding became a big category

  9. 22:23 – 23:38

    AI economy has stabilized

  10. 23:38 – 25:49

    The AI 2027 piece

  11. 25:49 – 29:02

    Founders still need to hire teams

  12. 29:02 – 30:22

    Outro

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