Earlier this week, a prominent venture capitalist named Geoff Lewis — managing partner of the multi-billion dollar investment firm Bedrock, which has backed high-profile tech companies including OpenAI and Vercel — posted a disturbing video on X-formerly-Twitter that's causing significant concern among his peers and colleagues.

"This isn't a redemption arc," Lewis says in the video. "It's a transmission, for the record. Over the past eight years, I've walked through something I didn't create, but became the primary target of: a non-governmental system, not visible, but operational. Not official, but structurally real. It doesn't regulate, it doesn't attack, it doesn't ban. It just inverts signal until the person carrying it looks unstable."

In the video, Lewis seems concerned that people in his life think he is unwell as he continues to discuss the "non-governmental system."

other discussions
 

It's a very delicate thing to try to understand a public figure's mental health from afar. But unless Lewis is engaging in some form of highly experimental performance art that defies easy explanation — he didn't reply to our request for comment, and hasn't made further posts clarifying what he's talking about — it sounds like he may be suffering some type of crisis.

If so, that's an enormously difficult situation for him and his loved ones, and we hope that he gets any help that he needs.

At the same time, it's difficult to ignore that the specific language he's using — with cryptic talk of "recursion," "mirrors," "signals" and shadowy conspiracies — sounds strikingly similar to something we've been reporting on extensively this year: a wave of people who are suffering severe breaks with reality as they spiral into the obsessive use of ChatGPT or other AI products, in alarming mental health emergencies that have led to homelessness, involuntary commitment to psychiatric facilities, and even death.

Psychiatric experts are also concerned. A recent paper by Stanford researchers found that leading chatbots being used for therapy, including ChatGPT, are prone to encouraging users' schizophrenic delusions instead of pushing back or trying to ground them in reality.

Lewis' peers in the tech industry were quick to make the same connection. Earlier this week, the hosts of popular tech industry podcast "This Week in Startups" Jason Calacanis and Alex Wilhelm expressed their concerns about Lewis' disturbing video.