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OpenAI, Anthropic, Meta, Google are are making $100M - billions in revenues.

Wouldn't call that a bubble. Sure some companies may run out of fuel but the Hyperscalers got a huge warchest to deploy for decades.

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Revenue is one thing but profit is the most important metric here. I remember when the dot com bubble popped. Back then everything you need to have was a landing page to raise 200 million, but now it's the same to get 2 billion (see this example: https://www.perplexity.ai/discover/finance/mira-murati-s-thi...). It's really the same case but due to the inflation we see higher numbers.

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