Wednesday, 19 November, 2025
AI Bubble: Lightspeed Investor Predicts Collapse of Speculative Models

Ravi Mhatre of Lightspeed Venture Partners acknowledged that AI is currently in a valuation bubble, yet represents a "once-in-a-generation shift." The Anthropic investor stressed that while the hype is real, the true test will be durability. Mhatre stated that "many speculative models will collapse, but those solving real problems will endure."
Read full story at Economic Times