Go play in the AI bubble. It's Fun
The ironic thing about the AI bubble bursting is that it will actually cause more people to use AI.
The ironic thing about the AI bubble bursting is that it will actually cause more people to use AI.
If NVIDIA is truly overvalued, and it drops 60% and the entire circular AI economy crashes before our eyes, this will cause a massive round of layoffs in big tech and other industries.
And this will actually cause these companies to want to be more efficient with their capital.
And since AI is objectively useful in coding, image generation, image editing, simulations, robotics, AI generated music, video generation, video editing and hundreds of other use cases, companies with smaller budgets will be forced to use AI tools instead of hiring humans.
And so my advice to you in these bubblish times are as follows:
Go play in the bubble. This one is fun.
You know, 4 Months ago I raised 10 million dollars to build the capcut for app development, and every single month that goes by, a new model comes out that makes our app much better and much easier to create apps directly from your phone without coding experience.
The rate of progress of AI in terms of objective utility is INSANE.
Look up the Google Gemini 3 and Nano Banana Releases of the past few days.
AI is literally developing a visual understanding of images, designs, concepts and simulations...
And AI is not like crypto or NFT’s. Because Crypto and NFT’s we’re both cultural phenomenons.
They both become worthless if no one agrees they have value.
But AI is objectively useful right now in isolation, even if all progress on AI stops, and you’re the only that uses it.
Whether or not the macro valuations on AI are too high... the micro implementations of AI are only going to RAPIDLY increase, whether or not a “bubble bursts”
When people who hate AI talk about the bubble bursting it seems to come from a place of fear and bitterness surrounding AI.
They almost want the bubble to burst. As if it’s going to help them.
And I hate to be the one to tell you this... but that’s just not the case.
If anything... companies are avoiding going all in on AI because the models keep getting better, which makes it hard to decide what to focus on.
A bubble burst would indeed slow down the progress of frontier models which would force companies with now smaller budgets to focus their efforts on practical ways to use AI.
So my advice to you. Focus your efforts on practical ways to use AI.
Bubble or not, you’ll be in a great position.