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Shortest argument to talk AI out of the market bubble 🫧

I almost stopped using Google. When I do google, I might as well use Perplexity or AI. What does that mean?

My platform usage over the past week, charted next to a portrait of me: Google 29, Perplexity 14, Claude 142 — Claude roughly five times Google.

To me, it could mean that sooner or later everybody is going to switch to AI instead of googling. But right now, everybody is still googling — I’m just 0.01% of those who stopped.

Looking at the AI providers, we see they’re buying chips even though in three years there will be 5× better chips, and the current chips become weak. Still, they pay immense amounts of money. And it looks like a bubble, because investors also buy these companies.

But if I’m right, and everybody is going to switch to AI, then it makes sense to buy these chips — and we are not in a bubble.

Is this correct? Idk. 🤷

If you’re interested in more of the AI tools in my toolbox, head to the AI Docs.