Keith Rabois on Why the AI Bubble Fears Are Overblown

Is the AI boom a bubble, or just the biggest productivity unlock in a generation?For this episode, we're sharing a conversation from StrictlyVC New York 2026. TechCrunch's Editor-in-Chief Connie Loizos sat down with Keith Rabois, Managing Director at Khosla Ventures, to talk tech optimism, AI panic, and where the smart money goes next.

They discussed:

- Why he dismisses an Anthropic researcher's alarmist take on AI's societal impact

- How AI is quietly creating high-paying jobs in trades and medicine, not just eliminating them

- What he looks for in founders: raw talent and the ability to think through hard problems

- Why he's betting Ramp beats Anthropic at its own game

- The hidden cost of NYC's commute culture on recruiting senior talent

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