There Is No AI Bubble — Just a Delusion Bubble

The Delusion Bubble

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I just got back from a data conference in Chicago, and I left honestly stunned. Not by the technology — by the people.

Panel after panel, supposedly “leaders” in data science, logistics, and analytics — all of them dancing around the same idea: “We’re being cautious about AI.” Cautious.

That word kept coming up like a reflex, a corporate mantra. “We’re waiting for regulation.” “We’re concerned about bias.” “We don’t trust the outputs.”

It was like watching a room full of data scientists whisper about witchcraft.

One panelist even said companies might “start building their own large language models” — as if that’s an achievable or sane goal for a mid-market logistics company with five engineers and a prayer. I almost stood up and asked what year they thought it was.

If anyone in that audience actually followed the advice they were giving, they’re cooked.

Because here’s the truth: the only bubble in AI right now is the delusion bubble.

The Buffett Indicator

When Berkshire Hathaway — yes, Warren Buffett’s Berkshire Hathaway — buys $4.3 billion of Alphabet stock, it’s not a meme. It’s a message.

Buffett doesn’t chase hype. He’s allergic to it.

This is the same guy who spent 50 years avoiding anything that looked like tech because he didn’t “understand it.” Now he’s betting billions on Google — one of the largest AI infrastructure companies on the planet.

That’s not a pivot. That’s a passing of the torch.

Buffett has always bet on utility: railroads, insurance, Coca-Cola, Apple. He’s not gambling on chatbots — he’s investing in the digital equivalent of electricity.

Alphabet isn’t “a tech company.” It’s the grid. Search, ads, cloud, YouTube, Gemini — all of it is infrastructure.

So when people scream “AI bubble,” I just point to Buffett. Because the man who hates fads just planted his flag squarely in the middle of one.

That’s not a bubble. That’s the new baseline.

The Grift Class: Middleware’s Last Stand

The only bubble that’s going to pop is the one built by the middleware grift class — the consultants, “AI trainers,” and “prompt whisperers” who built their business models on pretending to be interpreters between humans and machines.

They’re the same species that thrived during the early cloud era — reselling overpriced SaaS bundles, hiding basic hosting fees under “digital transformation packages,” and locking clients into vendor contracts they couldn’t escape.

I had a client once paying $3,000 a month for a cloud service that they now get for $300 a year — literally the same functionality, minus the buzzword garnish.

Now those same middlemen are crawling into the AI space, selling “AI workshops” and “AI certifications” and “AI for HR” PowerPoints.

Let me be blunt:

There is no such thing as AI training. There is only AI fluency.

Fluency isn’t memorizing prompts — it’s understanding how to build with AI, not just talk about it.

One fluent operator — the hoodie-wearing builder who knows how to automate systems and connect APIs — can replace an entire department.

And they’re doing it quietly, right now, while the old guard argues about bias in panel discussions.

Fear, Bias, and the QAnon Fantasy

The Chicago panelists weren’t just cautious — they were scared.

They were talking about AI bias as if ChatGPT was secretly trained on QAnon manifestos.They actually said things like, “We can’t trust the outputs unless we audit them before, during, and after generation.”

Meanwhile, every human being they have doing those same tasks is riddled with cognitive bias, fatigue, and inconsistency.

The machine isn’t perfect — but it’s already less biased, faster, and infinitely more consistent than any of us.

That’s the part no one on those panels seemed to grasp: we’ve crossed a threshold. The question isn’t “Should we use AI?” — it’s “How fast can we adapt before someone else does?”

The fear of bias, output, or hallucination is just the new form of corporate procrastination.

The Meta-Production Era

What’s really happening is meta.We’re now building systems that build other systems.

That’s why this isn’t a bubble — it’s a compounding revolution.

Once you set an autonomous process in motion — one that learns, optimizes, and self-corrects — it doesn’t just replace labor. It replaces management.

That’s why Buffett’s move matters. He’s not betting on hype cycles or clever apps. He’s betting on the rails of self-perpetuating intelligence — systems that make other systems run better, forever.

And that’s not a trend. That’s a turning point.

The Real Danger Isn’t AI — It’s Stagnation

The people panicking about “the AI bubble” are the ones who still haven’t realized their business models are built on inefficiency.

They’re not protecting customers; they’re protecting their margins.

The danger isn’t that AI will break the system — it’s that too many people are too comfortable in broken systems.

They’re still selling friction in an age that’s eliminating it.

Let’s Be Clear

AI isn’t inflating a bubble. It’s popping one.

It’s revealing how much of our economy has been propped up by redundancy, paperwork, and pretense.

Warren Buffett didn’t buy Google because it’s trendy. He bought it because it’s inevitable.

AI isn’t speculation anymore. It’s infrastructure — the next layer of reality.

And if you’re still waiting for permission to use it, you’re not cautious. You’re obsolete.

Final Thought

There’s no AI bubble.There’s a delusion bubble — inflated by people who think they can slow this down, gatekeep it, or sell tickets to it.

The ones who see it clearly — who are fluent, who build, who experiment — aren’t waiting for the future.They’re already running it.

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