>>106356476 (OP)
I don't think there will be a bubble like the dot-com bubble. I remember that time, things were much more primitive back then. A lot of companies had fax machines and all these legacy technologies were being built upon. There was no unity in direction, the logic was that quantity is more important than quality, in the late 90s and early 00s faking it was what mainstream media was all about. Remember MTV Cribs, Pimp My Ride and others? It was all fake. In 1999 it was amazing if your phone had a color screen, but it didn't really change anything, it was a distraction. People had the ideas but nobody executed. Eventually people saw the stagnation, Nokia being a good example. All S60 phones were just the same thing, barely more useful than a regular dumbphone.
I do think a lot of AI companies will go under after the VC funding runs out. There are a lot of middle men who just use the chatgpt API but their own product is mainly a customized prompt. Even those companies I've seen successfully replacing humans at work, doing a better job. The middle men companies however are the first to run out of VC funding and the ones that have to advertise as opposed to growing organically, are the ones to go belly up first. If I see a company advertise on youtube, I know exactly how capital heavy that is. It's a typical pivot scam where you burn millions to get a userbase, then introduce a premium model and hope you can keep subscribers.
I don't think OpenAI is going anywhere, Google won't shut Gemini down, the others perhaps are a bigger risk but the big two are here to stay and probably will deploy very predatory tactics to maker sure they squeeze out other companies when the next crunch comes. But to think all the AI goes away is just naive crap spouted by people who tried GPT3.5 once or twice. Ignorant people are going to be always ignorant.