 |
Fireside with a VCAuthor: Andrew Romans
Andrew Romans, General Partner of 7BC Venture Capital, 3x author, and university professor, talks to VCs, founders and other VC-startup ecosystem players about all things venture capital, startups, entrepreneurship, technology, CVC, and big corporate tech titans. Language: en Genres: Business, Entrepreneurship Contact email: Get it Feed URL: Get it iTunes ID: Get it |
Listen Now...
E136 — Are We in an AI Bubble? OpenAI, Anthropic & Higgsfield’s #3 in the world to hit $1B
Episode 136
Wednesday, 14 October, 2026
Is the AI boom creating extraordinary value—or a dangerous valuation bubble?In this episode of The Superlative Podcast, Edward Buchi speaks with Andrew Romans, General Partner of 7BC Venture Capital, for a first-principles look at how investors should value the world’s fastest-growing AI companies.They examine OpenAI, Anthropic, and Higgsfield—the AI video company that reports reaching a $1 billion annualized revenue run rate just 18 months after launch. Andrew and Edward discuss the assumptions behind today’s headline valuations, what venture capitalists and public-market investors look for, and where the market may be pricing in too much optimism.Topics include:· Are we in an AI bubble—or at the beginning of a durable technology supercycle?· How to value AI companies: growth, margins, retention, capital intensity, and competitive moats· Why annualized revenue run rate is not the same thing as different audited flavors of revenue· OpenAI and Anthropic: scale, infrastructure costs, and valuation expectations· Higgsfield’s extraordinary reported growth and what investors should scrutinize· How VCs and Wall Street approach private-market valuation differently· Where AI valuations may be justified—and where they may be overheatedThe Superlative PodcastWebsite: https://www.superlativepodcast.comYouTube: https://www.youtube.com/@TheSuperlativePodcastX: https://x.com/thespeakerlisanAbout 7BC Venture CapitalDirect VC Fund | Fund of Funds | Late-Stage Pre-IPO SPVs | VC Roadshowshttps://www.7bc.vc/Connect with Andrew Romans: https://www.linkedin.com/in/romans/7BC Venture Capital partners with leading venture capital firms and high-growth technology companies from early stage investing through growth and pre-IPO liquidity.#AI #ArtificialIntelligence #VentureCapital #OpenAI #Anthropic #Higgsfield #Startups #PrivateMarkets #Secondaries #7BC
