This is where we're headed: https://sibylline.dev/articles/2025-10-12-ai-is-too-big-to-f...
However your conclusions are what throw me off.. you kind of have this Doom and Gloom mindset which may be fair but I don't really think it's related to this particular bubble.. in other words our decline is happening off to the side of this particular bubble rather than it being caused by that particular bubble too. To me the core take away your post is that this bubble is a little bit like the Apollo program was... in a massive investment capturing a lot of people's imagination... likely lots of great things come out of it in a sense but also not clear that it all adds up in the end for a business perspective. But that's potentially okay