Everything is now labeled “with AI”. Every app gets an ai function/tool/assistant (99% just to get training data). yeah, it’s a bubble waiting to burst. And it will.

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Yes.

Every boom eventually busts

Well yes, but also no.

Really, the huge infrastructure investments will keep the big 6 above water no matter what. They’re on the same track as railroads (haha) circa 1840ish.

The bubble is a layer down. Entire companies of 3 kids in a trench coast sprouting up like mushrooms and being subsumed in months with $multi-millon valuations which have nothing to really show for it beyond massive dependencies on social media and a refined LLM. Which is mostly par for the course anyway. But so the churn is huge and chaotic, with lots of cash flying around.