AI is either the biggest bubble in history or the biggest opportunity. And honestly? Both might be true.

Every 10–15 years, the tech world resets.
PC → Internet → Smartphone → AI.
Whenever a platform shift happens, two things occur:
New jobs are created.
Old jobs become obsolete.

Right now, we are in the middle of the "New Thing" cycle.
Here is what is actually happening behind the hype:

1. The Big Tech Panic

Microsoft, Google, and Meta aren't investing billions because they want to.
They are investing because they are terrified.
In previous shifts, giants died (remember when Microsoft missed mobile?).
They are spending $400B+ just to stay alive.

1. The "Infinite Intern" Problem

Think of AI as infinite interns.
They are smart, high-energy, but they make mistakes.
The winners won't be the ones who build better models.
The winners will be the ones who figure out how to manage 1,000 interns without chaos.

1. No Moats, Just Distribution

Right now, switching from ChatGPT to Claude is too easy.
There is no "lock-in" yet.
That is why OpenAI is trying to do everything - chips, browsers, robotics.
They are desperate to build a wall around you before you leave.

1. We are still early

Daily usage of AI chatbots is still under 10%.
Most people use it for fun, not work.
The real shift hasn't even happened yet.
History tells us one thing:
When the dust settles, the "hot new thing" just becomes boring daily life.
The internet was once a "bubble." Now it is your electricity.
AI is heading the same way.
The question isn't if AI will win.
The question is: will you be the one using it, or the one replaced by it?