i asked @stephenbalaban if there is any possibility of a bubble in AI. "people who are early see this huge influx of people are are like 'is this a bubble?'" "people have been calling this non-stop for a very long time" "the capabilities of the models continue to expand with every generation" "something trained on a blackwell class model is so much better than the hopper one etc" "i don't see that stopping any time soon and as a society we are continuing to plow more and more capital into…