AI bubble pop kills hype, not tech

The most likely “pop” is a financial correction, not an AI extinction event.

• –Bubble talk is really about capital allocation and expectations, not whether machine learning, LLMs, or automation suddenly stop working
• –A downturn would probably wipe out thin wrapper startups first while concentrating power in hyperscalers with the cash, chips, and data centers to keep building
• –The dot-com analogy fits: speculative excess burns off, then the surviving infrastructure becomes even more important to the economy
• –For developers, that likely means fewer novelty apps and more pressure to ship AI features that measurably save time, money, or headcount
• –The real risk is market concentration and infrastructure bottlenecks, not AI vanishing from products, research, or defense systems