A bubble is a poor metaphor for AI because there is obvious real value in it; so when it pops it won't pop all the way, but investment is maybe getting too far

A bubble is a poor metaphor for AI because there is obvious real value in it; so when it pops it won't pop all the way, but investment is maybe getting too far ahead too quickly and there will be pull-backs. I don't know a better metaphor - train getting beyond tracks? leaning over the skis? nothing really works. But it's not like the Web3 bubble where the underlying value was always suspect.