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Still a bubble that will pop though. If only in the short term before things consolidate and mature as with so many other hypes.

Hot take:

It will moderate, but not pop.

Infrastructure spending will decrease but a bulk of purchasers are incredibly well funded with revenue sources that are not dependent on GenAI.

I have no degree of certainty, but I have seen enough of these takes over the years to always try to imagine the most likely counterfactual.

That's still a pop. Internet companies are worth way more today than they were in 2002 when the internet bubble popped.

There’s many many genuine use cases.

It’s not all hype.