There will be winners and losers. Bubble sounds like everything just pops, but in this case, some groups will deliver additional value using this new technology

There will be winners and losers. Bubble sounds like everything just pops, but in this case, some groups will deliver additional value using this new technology. Obviously transformer model technology has future value. What is this relative to the bubble size? For instance, the dot com crash may have happened, but it was just expecting too much too soon. The actual technical developments are worth much more now than they were at the time of that crash. You could say, people got cold feet and invested in the wrong companies (and sold valuable companies). The problem is investment in random AI things, but we know the technology is valuable. Concentration in large companies feels much less risky than investment in small companies that don't have established business models.