AI is a step change, and like any step change, it overshoots before it settles down. We're in that overshoot phase now. So yes, it's a bubble, and will burst wh

AI is a step change, and like any step change, it overshoots before it settles down. We're in that overshoot phase now. So yes, it's a bubble, and will burst when the high expectations doesn't match reality and economics, but it's not going away.