Our Seven Trillion Dollar Future: Dave McClure & Aman Verjee Burst the AI Pessimism Bubble

About this episode

“Anthropic will be a $3 trillion company, SpaceX $2 trillion, and OpenAI $1 to $1.5 trillion by Q2 of next year.” — Dave McClure Yesterday, Keith Teare and I debated the circularity of the AI economy. Today, two of Silicon Valley’s most experienced investors, Dave McClure and Aman Verjee , not only straighten out this supposed “circularity” but also burst the pessimism bubble that envelops so many conversations about AI. Verjee is not only McClure’s partner at Practical Venture Capital, but also the author of the newly published A Brief History of Financial Bubbles . According to him, today’s AI-stoked economy is not an unusually large bubble. It may not even be a bubble, given that AI…