“I can say investment velocity for 2026 is fast and on pace or ahead of 2025,” said John Mannes, partner at venture capital firm Basis Set, which focuses solely on AI investments.
“For VCs, it’s a gold rush,” said Jack Gold, principal analyst at J. Gold Associates. “There is lots of potential capital floating around out there in search of the next big thing. AI is the next supposed killer investment, and no one wants to be left behind.”
Gold sees clear signs of an AI bubble, starting with the murky path to profitability for AI firms. “Does AI have the potential to generate lots of revenues? Yes, but with the current spend rate on infrastructure, it’s hard to see how [AI vendors] can be revenue-positive in the short term (two to three years),” he said.
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