There isn’t just one AI bubble, strategist says — there’s a ‘rolling sequence of bubbles’ instead

Key takeaways

• AI market viewed as a sequence of distinct bubbles, not one large one.
• Focus shifts to identifying which specific AI sector is currently inflating or deflating.
• This dynamic suggests ongoing market volatility and rapid changes in AI tool prominence.

Why it matters

Understanding this 'rolling bubble' concept helps AI users and businesses anticipate shifts in investment and focus. It means certain AI tools or platforms might rapidly gain prominence and then decline, requiring adaptability in tool selection and strategy.