I think a lot of people are mixing two different ideas: AI is overhyped and AI company stocks are about to crash. The first might well be true, but the second m

I think a lot of people are mixing two different ideas: AI is overhyped and AI company stocks are about to crash. The first might well be true, but the second might not be. The dot-com bubble burst too, but the internet didn't go away. The question is more about who will be left standing once the era of endless capex growth ends.