That there is a bubble is absolutely certain. If for no other reason, than because investors don't understand the technology and don't know which companies are for real and which are essentially scams, they dump money into anything with the veneer of AI and hope some of it sticks. We're replaying the dotcom bubble, a lot of people are going to get burned, a lot of companies will turn out to be crap. But at the end of the dotcom crash we had some survivors standing above the rest and the whole internet thing turned out to have considerable staying power. I think the same will happen with AI, particularly agentic coding tools. The technology is real and will stick with us, even after the bubble and crash.