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Jan 29, 2026 16 min

The Truth About The AI Bubble

from Code Conversations Hosted by ali heydari moghaddam

2025 was the year AI stopped feeling chaotic and started feeling buildable. In this Lightcone episode, the YC partners break down the surprises of the year, from shifting model dominance to why the real opportunity is moving back to the application layer, and why the next wave of AI startups may be just getting started.

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The Truth About The AI Bubble

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