AI Bubble Admission and Structural Market Risk: An Expert Assessment of the Web Summit 2025 Confessions
AI Bubble Admission and Structural Market Risk: An Expert Assessment of the Web Summit 2025 Confessions // Executive Summary: The Web Summit Confession and the End of the "Silence Period" The November 12-14, 2025, Web Summit in Lisbon represents a critical inflection point in the current artificial intelligence (AI) valuation cycle. For the first time, warnings of an impending bubble transitioned decisively from external financial critics to operational leaders within the high-growth AI industry. This psychological shift—from external skepticism to insider admission—is historically correlated with the final, high-risk phase of a speculative cycle. The consensus emerging from the CEO confessions points to three core structural risks undermining the current market environment: Irrational Valuation: The prevalence of "Vibe Revenue," a term coined during the Summit, highlights excessive private market valuations based on techno...
