> The GenAI bubble is going to pop. Everyone knows that.
I think the first part of this is probably true, but I don’t think everyone knows it. A lot of people are acting like they don’t know it.
It feels like a bubble to me, but I don’t think anyone can say to a certainty that it is, or that it will pop.
It’s a non sequitur, like saying “Nobody goes there anymore. It's too crowded.”
I’m guessing the author meant it tongue in cheek but really meant “everyone I know or follow knows it’s a bubble”
No one can see a bubble. That's what makes it a bubble.
> A lot of people are acting like they don’t know it.
Or they're acting like they think there's going to be significant stock price growth between now and the bubble popping. Behaviors aren't significantly different between those two scenarios.