“Natasha, this is a pencil. Everyone has access to a pencil, and likewise, everyone with a phone will be using AI, if they aren’t already. It’s how you use the pencil. You see?”

This is a bit of an odd edition of the newsletter as it addresses geopolitical events that I usually don't discuss. But, like most of you, probably, I was trying to give a cogent answer to the question: will there be an AI bubble explosion soon (spoiler: the answer is no).