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I’m gonna call it. The real “AI” bubble is not even the data center debt bubble, and it’s not even the “replace all knowledge work” bubble. Underlying it all is the B2B SaaS bubble. Bunch of overvalued shit for decades of very little to really show.

It’s gonna turn out at the bottom that people in the trenches have been undervalued, and companies have been paying way too much for software that doesn’t actually help the people who make it all work

Not because software per se is bad, but because it’s rarely been designed nor sold as a real aid but as an “eating the world” thing that’ll help you fire people who until then gave a fuck. It’s gonna turn out that the giving a fuck really fucking matters