I think the biggest problem is people are conflating current AI being useful with current AI companies being financially viable. Dot com bubble had its winners and losers but the biggest thing is that many of the current AI companies are valued at prices the winners were decades after the dot com bubble. My prediction the big 3 infrastructure AMZ, MSFT, GOOG will lead openai and anthropic to a point where they owe them trillions in payments and use it to take them over.