The AI/semiconductor trade has popped, but I don’t think tech companies basing their business model on it has. What I think you are suggesting is that it’s pos

The AI/semiconductor trade has popped, but I don’t think tech companies basing their business model on it has. What I think you are suggesting is that it’s possible for companies to move on from AI hype without a dotcom-level correction. More akin to the way the metaverse and NFTs did. And maybe you aren’t wrong. I was a pre-teen in 2000, so while I remember the hype, froth and general ridiculousness of the late 1990s (was just explaining Priceline for groceries to someone yesterday), I don’t remember the particulars of how big it got or quickly it ended. As a product with use cases AI seems more comparable to the internet than the metaverse and NFTs though.