A take I saw recently is: if people are still asking "are we in a bubble" then we are not yet in a bubble.
The real question is: if this is a bubble and it explodes, will interest rates of common people with a mortgage shoot up? If yes, some heads better be rolling for real this time. All other considerations are secondary.
TL;DR is "I don't know" with a dash of "Innovative tech usually creates bubbles and I think we can all agree that AI is a fucking revelation"
TLDR: Yes.
Is it "work"?
Off--topic: how many get overpaid for absolute bullshit?
Man some you guys are lame. Seriously.
Remember 2019-2021 when y’all were sure the fed would be dissolved and the dollar would crash and everyone would be poor if they didn’t have a bored ape and 80% bitcoin portfolio?
Relax.
AI is a tool. Just ride the wave. It’s gonna crash some people out. It’s entertaining watching them. You’re not being crashed out, right? Ride the wave dawg.
Impressive that you have have that many assets under management and still not show a clear understanding of an industry you're prognosticating on. The author doesn't talk at all about the hardware aspect of this stuff such as the surprisingly short lifetime of the GPUs that are being rolled out at a break-neck pace. The recommendation that you take a moderate investment position and not overdo it could be shared without as much needless thinking out loud, and doesn't bring anything new to the conversation. Kind of like every other AI offering out there, if you think about it -- participating in something you don't understand because of FOMO.
Everyday someone says/asks this statement/question. The "(Is) AI (is) a bubble" statement/question is now a bubble.