A.I isn't a bubble it's a cult. These zealots truly believe they are about to birth God and will burn the planet to the ground to find out.
Capitalists only know number go up. Finding something that already works and scaling it is the only skill they ever had.
It will either pop or the industry will get away with enshittifying it by making the AI responses advertise products.
We can't generate enough electricity to run wide scale adoption of AI. Big tech is also using too much water cooling data centres for this to continue much longer.