When Will the GenAI Bubble Burst?
Why and how it could happen in the next 12 months.

garymarcus.substack.com/p/when

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@Gert the weird thing is that unlike previous bubble bursts (even crypto had some real impact), this one appears to be completely self-inflicted and contained to mindless enthusiasm. The few actual meaningful GenAI applications are quite sustainable and isolated from the hype.

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