Except, yes, they will.

Not immune, maybe, but pretty well off if they didn't buy in.

I'm okay with being victim to RAM and NVME prices returning to pre-skyrocket levels.

Is it really a bubble about to burst when literally everyone is talking about AI being in a bubble and maybe bursting soon?

To me, we're clearly not peak AI exuberance. AI agents are just getting started and getting so freaking good. Just the other day, I used Vercel's v0 to build a small business website for a relative in 10 minutes. It looked fantastic and very mobile friendly. I fed the website to ChatGPT5.1 and asked it to improve the marketing text. I fed those improvements back to v0. Finished in 15 minutes. Would have taken me at least one week in the past to do a design, code it, test it for desktop/mobile, write the copy.

The way AI has disrupted software building in 3 short years is astonishing. Yes, code is uniquely great for LLM training due to open source code and documentation but as other industries catch up on LLM training, they will change profoundly too.

Most of all of Big Tech, especially Google are doing just fine, making $100B a quarter.

Startups and other unprofitable companies however...

In other words - "We will be firing many of you when the bubble bursts."