[probinso]

AI is too big a term, Its like asking if there is a math bubble. AI is a lot of different disciplines.

There is likely a mis-prioritization of applications in the market.

You should look at bubbles in the context of applications, and perhaps dependent on strategy separately. Context ~ Health, AutoBI, NLP...; Strategy ~ unsupervised, explainable, deep, symbolic...

Another way to look at this is identifying Misery stocks. If the economy takes a hard dip, what will continue to be funded. Those are misery stocks. Some AI will survive misery at varying levels, others will not.