The AI bubble is starting to show its face, says Tusk Ventures' Bradley Tusk

• AI bubble fears are rising due to little revenue generated, low non-search sales, and political opposition to data center expansion.
• The profits aren't there yet to justify the scale of spending, with extraordinary valuations built on ordinary revenue.
• AI products, even from leading platforms, can be subpar, and investments are often short-term valuation plays disguised as long-term thinking.

Bradley Tusk of Tusk Ventures believes the AI boom is showing signs of a bubble, citing low revenue generation, limited non-search sales, and political pushback against data centers. He argues that current extraordinary valuations and massive spending on AI infrastructure are not yet justified by profits or the quality/reliability of AI products, suggesting many investments are short-term plays.