Phase 1 of ai bubble burst: 90% of content is apps that people actually built with AI that get no traction because they lack effective customer support, distribution or cartel dynamics that drives all existing software sales

This kicks off phase 2 where the GPU companies start manufacturing demand with things like crypto mining. Phase 2 will be much more violent- because it will be untethered from any real economic demand - just compute for compute sake. and will benefit us a lot more