Not one of his better articles. A lot of prevaricating with very little substance or conclusions. While AI investment is most certainly a bubble, few are taking into account the technology improving. This is a bone the tech dogs aren't going to give up easily. They have a whiff of the possibility of AIG becoming a reality. Like all promising tech, the potential for long term damage is as, if not more so, catastrophic for society as the World Wide Web and social media. He's looking at this as an echo of past Silicone Valley bubbles. It so much more than that.