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Mitchell Green
Lead Edge Capital (founding partner)
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Mitchell Green (Lead Edge Capital) tells CNBC that AI will change the world and probably be bigger than the internet.
the answer is AI is going to change the world. It is going to revolutionize things. It will probably be bigger than the internet.
Nasdaq since this was said: ▼ -0.3% · 26,588 → 26,507 · as of 2026-09-04
Mitchell Green says AI is in a bubble that will probably pop, with near-term overbuild likely, even though the technology is transformational.
Yeah, it will be a bubble and it will probably pop. Will we probably overbuild at some point for the near term? Probably.
S&P 500 since this was said: ▼ -0.4% · 7,748 → 7,719 · as of 2026-09-04
Mitchell Green says giant AI-leveraged businesses nobody is talking about yet will emerge over the next 5-20 years, with coding only the first category.
I think you're going to see giant businesses come out over the next five to 20 years leveraging AI that we're not even talking about right now.
Mitchell Green says the scary difference from the telecom bubble is the explicit and implicit leverage (debt, circular Nvidia/Oracle IOUs) financing AI capex.
What's a little scary this time is the amount of leverage being put on this system and the amount of implicit leverage.
Mitchell Green expects AI token prices to fall dramatically over time and probably become commoditized as open-source inference (Fireworks, Base10) spreads.
we think over time, token prices are going to come down over time, fall dramatically. Will they become commoditized? That's the million dollar question that nobody knows. We tend to think they probably will
Mitchell Green says OpenAI and Anthropic need to become public companies given their capex needs, and he wants to see their S-1s.
Look, you see how much money these companies are spending on CapEx. They need to be public companies.
Mitchell Green says Google is probably one of the best-positioned companies in the AI race because of its cash machine and its training data (Gmail, YouTube, search).
we think Google is probably one of the best business companies in the planet in the AI race because they have a cash machine and they also probably have the best training data in the world
Alphabet since this was said: ▼ -1.5% · 343.5 → 338.5 · as of 2026-09-04
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