The AI "Super Bubble" Warning Is a Filter, Not a Funeral
The article argues that concerns about an AI "super bubble" in cybersecurity are not a sign of impending collapse but a necessary market filter. It predicts that by 2026, companies offering shallow or unsustainable AI security solutions will be weeded out, while genuinely valuable technologies will survive and strengthen the industry.
Background
- The "AI super bubble" refers to a widely discussed concern that AI companies (particularly those selling large language models and generative AI) are overvalued, similar to the dot-com bubble of the late 1990s. Critics argue that many AI startups lack sustainable revenue or real-world utility.