Bubble AI

Another explanation for the "bubble" is that there is sufficiently convincing confidential information spread among key players in the world economy, pointing to amazing, not yet publicly disclosed LLM technology running behind firewalls and NDAs, highly advanced beyond the known public "bleeding edge" AI developments.

Hence, some potential achievements, maybe AGI, ASI, are actually atenable, because the predicted path to achieve them is some more cash dumped into a giant hardware backend, from where you, eventually,

would get to retrieve enough intelligent entities that will be capable of designing a better AI, or will be able to solve any social-organizational/technologic/economic bottleneck found in the way, thus enabling a simpler and/or easier achievement of the gotten objective, being AGI, ASI, whatever.

Allowing mankind to get there going through a better path.

if it's energy, a new source, a revamping of previously known source (micro-nuclear reactors everywhere, ubiquitous solar power, freeing the current fossil generated electrical networks thus allowing a much greater world provision of energy)

if it's economic growth without humans, because of a shrinking population, it could be technology automation (such as prompt based helpers everywhere, heck, the prompt technology could be just an offspring of the actual original - still secret - idea of a powerful LLM, to enable the next step in the AI evolution path).

Maybe the AI bubble is not a bubble, but just the beginning.

Remember that the current models, if proven as the definitive path to AGI/ASI will be with us for centuries to come, probably enhanced, they would be effectively inmortal.

> Growing into this AI multiple will require these businesses to find another $500 billion in annual revenue among them, in addition to continued expansion of their non-AI business, the equivalent of adding more than Alphabet’s revenue.

If the revenue comes from richest billion people in North America, Europe, Asia, that would be $500 per person. Everyone would have to spend $40 per month more on AI products. Household of 3 must spend $120.