As opposed to Benedict Evans yesterday on @LennysPodcast:

Benedict: "My most controversial opinion is that I think that Al is as big a deal as the internet or mobile and only as big a deal as the internet or mobile."

https://youtu.be/BD3vLtWhT5A

SoftBank CEO Masayoshi Son once used his iPad to sketch a projection that WeWork would reach a $10 trillion valuation in a decade

https://www.axios.com/2021/08/07/10-trillion-mirage-wework-b...

> The AI revolution is 50 times bigger than the dot-com revolution in the 2000s, SoftBank CEO Masayoshi Son told CNBC Monday.

The bigger they are, the harder they fall. The bigger the bubble, the harder the valuations fall.

Let's see how these AI IPOs sustain themselves in the next 4 - 5 years from now.

Which means that the bubble pop will be that much worse too.