[ps256]

> Is this just a big bubble poised to pop ?

What does "popping" mean concretely? That some new companies that aren't profitable... won't last long and won't be profitable, just like it's expected from most startups? Why should anyone who isn't an employee/customer/investor/founder care?

[razmoket_]

In my view, the bursting of this bubble will mirror the internet bubble of 2000, creating a significant shake-up akin to a seismic event in the realm of tech.

[ps256]

You're grossly overestimating the significance of these businesses - AI startups that integrate with a LLM API are a rounding error in the overall market. They're tiny and there isn't as many of them as you think, nothing like 2000.