@ZNP Curious what you think about this video? Speculation on the AI Bubble but really looking past that he does a good snapshot of the more economic side of AI (where you have greater expertise than I), and also some analyses of the two key US companies too, and as we know USA has the best AI in the extremely competetive techno-arms race for AI. For a bit more to my interest I note the emerging rivalry and the two key US AI leaders OpenAI (ChatGPT) and Google (Gemini), with Gemini being the AI that I have preferred and used in the posts on here. Google then being a larger longer established company could weather the potential AI Bubble burst if it happens, and actually thrive and potentially Gemini could overtake ChatGPT in AI capability/technology.