I talked to @bernhardsson about being bullish on AI while also questioning if it's a giant bubble: "On one hand, the revenue growth is insane. And in markets you would have never predicted, like vibe coding. And these people don't care that there's an AI bubble. They're paying because they get value from the product. On the other hand, there's an enormous amount of capital going into these early AI companies and data centers. Is the revenue necessary to support all this investment actually going to materialize fast enough? That makes me a little nervous that there might some over investment in certain parts of the AI economy." Links to stream our full conversation on how @modal built an AI-native cloud provider from the ground up, lessons on joining Spotify as the 40th employee, and differences between US and European startups YouTube: Spotify: Apple: