[{"@context":"https:\/\/schema.org\/","@type":"BlogPosting","@id":"https:\/\/blog.terabox.com\/insights\/josh-wolf-ai-investing-bubble-vc-shakeout#BlogPosting","mainEntityOfPage":"https:\/\/blog.terabox.com\/insights\/josh-wolf-ai-investing-bubble-vc-shakeout","headline":"Josh Wolf on the AI Bubble and the VC Extinction Event","name":"Josh Wolf on the AI Bubble and the VC Extinction Event","description":"\ud83d\udcfa Today’s recommended deep-dive video: https:\/\/www.youtube.com\/watch?v=Sd7cCpoJjbI The AI Bifurcation: GPU Gluts, Venture Extinctions, and the Rise of the RobotsThe Hardware Pivot and the Google Dark HorseThe Venture Capital Shakeout and the Talent DraftThe Three-Dimensional FrontierKey TakeawaysQ&A The AI Bifurcation: GPU... ","datePublished":"2026-07-29","dateModified":"2026-07-29","author":{"@type":"Person","@id":"https:\/\/blog.terabox.com\/author\/flextech-admin\/#Person","name":"flextech-admin","url":"https:\/\/blog.terabox.com\/author\/flextech-admin\/","image":{"@type":"ImageObject","@id":"https:\/\/secure.gravatar.com\/avatar\/ad516503a11cd5ca435acc9bb6523536?s=150&d=mm&r=gforcedefault=1","url":"https:\/\/secure.gravatar.com\/avatar\/ad516503a11cd5ca435acc9bb6523536?s=150&d=mm&r=gforcedefault=1","height":96,"width":96}},"publisher":{"@type":"Organization","name":"terabox","logo":{"@type":"ImageObject","@id":"http:\/\/blog.terabox.com\/wp-content\/uploads\/2021\/11\/logo\u4ea7\u54c1\u540d-\u7ad6\u7248.png","url":"http:\/\/blog.terabox.com\/wp-content\/uploads\/2021\/11\/logo\u4ea7\u54c1\u540d-\u7ad6\u7248.png","width":900,"height":900}},"image":{"@type":"ImageObject","@id":"https:\/\/img.youtube.com\/vi\/Sd7cCpoJjbI\/maxresdefault.jpg","url":"https:\/\/img.youtube.com\/vi\/Sd7cCpoJjbI\/maxresdefault.jpg","height":"","width":""},"url":"https:\/\/blog.terabox.com\/insights\/josh-wolf-ai-investing-bubble-vc-shakeout","video":{"@context":"http:\/\/schema.org\/","@type":"VideoObject","@id":"https:\/\/www.youtube.com\/watch?v=Sd7cCpoJjbI#VideoObject","contentUrl":"https:\/\/www.youtube.com\/watch?v=Sd7cCpoJjbI","name":"Josh Wolfe on AI and the Breaking of Silicon Valley's Social Contract | Odd Lots","description":"One day it's so over. The next day we're so back. This is what it feels like gauging the AI boom right now. Everyone's looking for signs of some kind of slowdown and that investments aren't going pan out, but mostly, the dollar signs just keep piling up. And the AI winners like Nvidia, OpenAI, and Anthropic just keep seeing their market valuations rise. In the meantime, other AI players are seeing weird outcomes. Some promising startups aren't being sold, but rather their top talent is walking out the door, leaving other workers potentially in the lurch, while creating risk for venture capital bagholders. On this episode we speak with Josh Wolfe, co-founder and managing partner at the firm Lux Capital, which invests in a range of startups, many of which are in the AI space. He talks about the challenge of aligning incentives, what's overrated, what's underrated, why he thinks Nvidia may have run its course, and the threats to Silicon Valley's \"social contract.\u201d\n\nJoin us live in Chicago! Get tickets: https:\/\/events.bloomberglive.com\/event\/9d5b2d09-f59f-464b-9c61-f8aa4be0980d\/summary \n\nOnly Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox \u2014 now delivered every weekday \u2014 plus unlimited access to the site and app. Subscribe at bloomberg.com\/subscriptions\/oddlots (https:\/\/www.bloomberg.com\/subscriptions\/oddlots?in_source=oddlotspodcast)\n\nBloomberg's Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation every Monday and Thursday for interviews with the most interesting minds in finance, economics and markets.\n\nSubscribe to Bloomberg Podcasts: https:\/\/bit.ly\/BloombergPodcasts\nCheck out more Odd Lots: https:\/\/youtube.com\/playlist?list=PLe4PRejZgr0MuA6M0zkZyy-99-qc87wKV\n\nGet the Odd Lots newsletter via https:\/\/www.bloomberg.com\/account\/newsletters\/oddlots\nAnd for all things Odd Lots, visit https:\/\/www.bloomberg.com\/oddlots\n\nVisit our other YouTube channels:\nBloomberg Television: https:\/\/www.youtube.com\/@markets \nBloomberg Originals: https:\/\/www.youtube.com\/bloomberg\nQuicktake: https:\/\/www.youtube.com\/@BloombergQuicktake\n\n#AI #Economy #SiliconValley #OddLots #Bloomberg #Podcast \n\nVisit us: https:\/\/www.bloomberg.com\/podcasts\n\nFollow Bloomberg Podcasts on Twitter: https:\/\/twitter.com\/podcasts\n\nFor coverage on news, markets and more: http:\/\/www.bloomberg.com\/video","thumbnailUrl":["https:\/\/i.ytimg.com\/vi\/Sd7cCpoJjbI\/default.jpg","https:\/\/i.ytimg.com\/vi\/Sd7cCpoJjbI\/mqdefault.jpg","https:\/\/i.ytimg.com\/vi\/Sd7cCpoJjbI\/hqdefault.jpg","https:\/\/i.ytimg.com\/vi\/Sd7cCpoJjbI\/sddefault.jpg","https:\/\/i.ytimg.com\/vi\/Sd7cCpoJjbI\/maxresdefault.jpg"],"uploadDate":"2025-09-08T08:00:28+00:00","duration":"PT50M25S","embedUrl":"https:\/\/www.youtube.com\/embed\/Sd7cCpoJjbI","publisher":{"@type":"Organization","@id":"https:\/\/www.youtube.com\/channel\/UChF5O40UBqAc82I7-i5ig6A#Organization","url":"https:\/\/www.youtube.com\/channel\/UChF5O40UBqAc82I7-i5ig6A","name":"Bloomberg Podcasts","description":"Bloomberg Podcasts brings you the best video and audio programming from Bloomberg. Watch for news and analysis on the stories making headlines in business, technology and financial markets.\n","logo":{"url":"https:\/\/yt3.ggpht.com\/PXTURrVHPIkg8Vmb3AvphcIBcSKE33kqDOgyeUvVLFsDAkEGamXpaEhEYh9YNERkvrW1BBmC=s800-c-k-c0x00ffffff-no-rj","width":800,"height":800,"@type":"ImageObject","@id":"https:\/\/www.youtube.com\/watch?v=Sd7cCpoJjbI#VideoObject_publisher_logo_ImageObject"}},"potentialAction":{"@type":"SeekToAction","@id":"https:\/\/www.youtube.com\/watch?v=Sd7cCpoJjbI#VideoObject_potentialAction","target":"https:\/\/www.youtube.com\/watch?v=Sd7cCpoJjbI&t={seek_to_second_number}","startOffset-input":"required name=seek_to_second_number"},"interactionStatistic":[[{"@type":"InteractionCounter","@id":"https:\/\/www.youtube.com\/watch?v=Sd7cCpoJjbI#VideoObject_interactionStatistic_WatchAction","interactionType":{"@type":"WatchAction"},"userInteractionCount":7797}],{"@type":"InteractionCounter","@id":"https:\/\/www.youtube.com\/watch?v=Sd7cCpoJjbI#VideoObject_interactionStatistic_LikeAction","interactionType":{"@type":"LikeAction"},"userInteractionCount":153}]},"about":["Insights","\u300eEnglish\u300f"],"wordCount":1570,"keywords":["permanent","unstructured data"]},{"@context":"https:\/\/schema.org\/","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"Insights","item":"https:\/\/blog.terabox.com\/insights\/#breadcrumbitem"},{"@type":"ListItem","position":2,"name":"Josh Wolf on the AI Bubble and the VC Extinction Event","item":"https:\/\/blog.terabox.com\/insights\/josh-wolf-ai-investing-bubble-vc-shakeout#breadcrumbitem"}]}]