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![HarryStebbings Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::3253629143.png) Harry Stebbings [@HarryStebbings](/creator/twitter/HarryStebbings) on x 286.1K followers
Created: 2025-07-18 14:08:01 UTC

X. Sam Altman’s Bubble Theory

In 2015, everyone was saying there was a tech bubble. He put out this bet with $100K on the line that in X years:

X. The top X Fortune XXX companies (Uber, Palantir, Airbnb, Dropbox, Pinterest, SpaceX) would be worth over $200BN
X. Mid-stage YC companies (Stripe, Zenefits, Instacart, Coinbase…) would 3x
X. YC’s 2015 Winter batch would be worth at least $3BN.

I feel like we are in the same place with AI today.

Which modern AI “bubble bet” would you make and why? @sama

![](https://pbs.twimg.com/amplify_video_thumb/1946208169589460992/img/_SgjKVK50ZvW42c6.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946210351617368568/c:line.svg)

**Related Topics**
[$3bn](/topic/$3bn)
[$200bn](/topic/$200bn)
[spacex](/topic/spacex)
[pinterest](/topic/pinterest)
[dropbox](/topic/dropbox)
[palantir](/topic/palantir)
[$100k](/topic/$100k)
[bubble](/topic/bubble)

[Post Link](https://x.com/HarryStebbings/status/1946210351617368568)