Hot take: AI is in a bubble. I am not saying AI isn't the most important tech in human history. It definetly is. Here is the problem: this is a winner-take-all game. The first company to reach true RSI or ASI takes the whole market. Everyone else becomes useless overnight. Old industries did not work like this. When cars took over, an entire ecosystem grew with them. Tire makers, road builders, toll booths, and repair shops all made money. Now look at AI today. Small wrapper apps, MCP tools, plugin, and countless startups get wiped out by a single Claude update. Why? Because when you build raw intelligence, one model can swallow the entire stack. Cars create ecosystems. Intelligence absorbs them. Yet we are spreading trillions of dollars across thousands of AI startups. Random names getting billion-dollar valuations just by adding "AI" to their pitch deck. Most of these investments will go to zero.