December 17, 2025
Exclusive: Sierra co-founder sees an AI bubble — but there will be winners

Sierra co-founder Bret Taylor said the artificial intelligence boom “probably is a bubble” at Axios’ AI+ Summit in San Francisco Tuesday, but like the 1990s dot-com bubble, that depends on how you’re invested.The big picture: As the industry barrels forward, concerns about circular financing and valuation continue to fuel fears of about how the market would be rocked if the AI bubble pops.Driving the news: But Taylor told Axios’ Ina Fried “it would be a mistake to dismiss it as snake oil.””If you invested in Amazon.com…
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