It's time for the rest of the world to learn about Amdahl's Law. Even if we flipped a switch and tomorrow everything that could reasonably done by AI was suddenly free and instantaneous, the world does not instantly transform into an AI paradise wonderland of free goodies and lollipops because there's still plenty of other things that need to be done for goodie and lollipop production and distribution.

I guess if I wanted to put my skepticism about the AI stock bubble into one little phrase, it would be that I don't think the bubble has accounted for Amdahl's Law. Costs don't actually go to zero with AI, and there's a huge difference between costs falling even 90% and costs falling a full 100%. And the difference between "30% improvement this year, trending to 85% in five years" and "90% this year" is pretty significant too.