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Explore 75% Excited 25% Terrified — An Honest Look at the AI Bubble | Lars Leckie, Aspenwood Ventures with 1,313 views, 84 likes, and 0 comments. Experience the impact of this video content that has captured audience attention.

The entire dot-com era peaked at $50 billion in venture funding. OpenAI raised $110 billion in a single round. If that does not put the scale of the current AI moment into perspective, nothing will. 🎙️ In this episode of the Growth Xperts Podcast, host Derek Colin spoke with Lars Leckie, Managing Director of Aspenwood Ventures, about what is really happening inside the AI investment cycle, why capital efficiency is changing faster than most people realize, and what it looks like to back companies that are building in an era where a customer feature request can be delivered by 9pm the same night. With over 20 years in venture capital and a background that includes engineering physics, two early startups, and a self-driving vehicle company in the mid-90s, Lars brings a rare long-term perspective to one of the most fast-moving moments in technology history. In this episode, you'll discover: Why the AI investment cycle is a 10x bigger bet than the entire dot-com era — and what that means for founders, investors, and the companies being built right now. How AI code generation is driving 50% more capital efficiency inside Aspenwood's portfolio companies in just the last three to four months — compressing build times from weeks to hours. Why Aspenwood's LP network — which includes founders of Zendesk, Okta, MuleSoft, and early Salesforce — gives portfolio companies an unfair advantage that no amount of capital alone can replicate. If you are a founder thinking about where to raise capital or an investor trying to make sense of where AI is actually heading, this is one of the most honest and insightful conversations we have had on the show. 🌐 Connect with Lars Leckie: 🔗 Website: https://aspenwoodvc.com/ 💼 LinkedIn: Search Lars Leckie on LinkedIn 🎙️ Growth Xperts Podcast — Hosted by Derek Colin Subscribe for weekly conversations with world-class investors, operators, and growth experts. 🚀

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