My Real Take on the AI Bubble
A straightforward breakdown of the AI “bubble” everyone keeps debating — what’s real, what’s inflated, and why the long-term shift is bigger than the hype.
Boubacar Gueye
5/11/20251 min read
People keep asking whether we’re living through an AI bubble. The answer is simple: yes, parts of it are a bubble — and that’s normal.
AI is moving fast. Money is flying everywhere. Companies with barely any customers are suddenly “worth” billions. Everyone is trying to build something, sell something, or claim they’ve created the next breakthrough. It looks chaotic from the outside because it is.
But here’s the part most people miss: the technology is real.
AI isn’t a future idea. It’s already being used every day inside real businesses. Teams are cutting hours of work down to minutes. Operations are getting cleaner. Workflows are becoming smoother. Productivity is going up. That alone separates this moment from hype cycles we’ve seen before.
Still, some things are inflated.
Some valuations don’t make sense.
Some companies won’t survive.
That always happens when something big forces its way into the economy. It happened with the internet. It happened with crypto. It’s happening now with AI.
The real issue isn’t the tech — it’s the expectations. Everyone wants AI to transform everything overnight, and that’s not realistic. The impact will be big, but it will happen gradually, not instantly.
My view is simple:
Yes, there’s noise.
Yes, there’s exaggeration.
Yes, some people are over-promising.
But underneath that, AI is becoming part of how the world works. And once something becomes infrastructure, it’s not going anywhere.
So I’m not worried about the “bubble.”
The temporary excitement will fade, but the long-term change won’t.
That’s my stance.
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