Which $Billion AI Startup Would You Short?

MongoDB.local San Francisco is happening on January 15th. Learn more and register here → http://mdb.link/sf-dot-local At the Cerebral Valley AI Summit, we surveyed more than 300 founders and investors with one question: “Which billion-dollar AI startup would you short?” The answers were… blunt. In this episode, Eric, Max Child and James Wilsterman break down the most surprising picks, what they reveal about the state of AI in 2025, and the shifting mood inside the industry. We also revisit the biggest moments from the summit — from agentic AI to the sustainability of today’s valuations. #Podcast #AI #Startup #investing #founders Chapters: 00:00 AI Short Picks 01:15 Summit Debrief 02:09 Survey Breakdown 03:41 OpenAI Revenue 05:51 Nvidia Forecast 07:45 AGI Timeline 10:06 Top VC Portfolios 14:06 Hottest Private AI Companies 16:15 LLM Arena Picks 18:01 Billion-Dollar Shorts 23:31 IDE Wars 25:39 Sponsor – MongoDB 26:17 Anthropic on Flattery 29:05 Truth vs Engagement 32:17 XAI “Mecha Hitler” 35:28 Community Notes Debate 40:16 SF Mayor Interview 44:04 AI Agents & Work 47:02 Job Displacement 48:52 Outro