AI bubble is actually an OpenAI bubble: Tech critic Ed Zitron

Tech critic Ed Zitron said AI bubble is "actually an OpenAI bubble" that could evaporate trillions of dollars in capex. "Remove OpenAI from...2020 through 2024, and...AI bubble wouldn't have inflated at all," he added. "When you remove the term 'AI' from the equation, this all seems a little ludicrous," he said, referring to Big Tech's massive AI spending.