My head canon is that the thing that preemptively pops the bubble is Apple coming out and saying, very publicly, that AI is a dead end, and they are dropping it completely (no more half assed implicit promises).
And not just that, they come out with an iPhone that has _no_ camera as an attempt to really distance themselves from all the negative press tech (software and internet in particular) has at the moment.
That would require people that know about AI to actually choose to cancel it - which nobody that actually knows what AI can do, would ever actually do.
The Apple engineers, with their top level unfettered access to the best Apple AI - they'll convince shareholders to fund it forever, even if normal people never catch on.
Apple at AI is a dead end because Apple sucks at AI, not because its anything about AI
Do you know a single person who'd buy an iPhone without a camera? I don't