Any geek with a calculator has known for months that AI isn’t going anywhere, but the money propping up the current infrastructure land-grab looks… extremely tulip-y. In this video I break down what a bubble actually is (yes, we’re talking tulip mania), then map that onto what we’re seeing right now: absolutely wild valuations for AI companies, spending that assumes future revenue is basically guaranteed, and a growing gap between “revenue” and the part that actually matters—profit. I focus a lot on OpenAI because, like Bitcoin in crypto, it’s a decent proxy for the vibes of the whole sector. Between spending expectation cuts, the very real cost of energy, and the whole “40% of the world’s DRAM… lol never mind” episode, it’s not hard to see why bean counters are starting to re-take the wheel. Meanwhile, Oracle layoffs and broader market corrections add to the picture that the irresponsible phase may be ending. The consumer takeaway? If the AI infrastructure arms race cools off, we could finally get a break—like DDR5 pricing starting to drop in multiple markets. The worst might actually be almost over… and it might not be a train.