CNBC November 4, 2025
Key Points
– The speed at which both businesses and consumers are adopting AI sets this boom apart from other bubbles, VC founder Marcus Grimeland told CNBC’s “Beyond the Valley” podcast.
– There are “real” revenues for AI companies, Grimeland said, making this period different to the dotcom boom.
– Businesses and consumers are rapidly turning to AI and executives are willing to invest in the technology “immediately,” Grimeland said.
Whether or not markets are getting ahead of themselves over artificial intelligence is a hot topic for investors right now.
Last week, billionaire investor Ray Dalio said his personal “bubble indicator” was relatively high, while Federal Reserve Chair Jerome Powell described the AI boom as “different” from the dotcom bubble.
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