I said this previously and I believe it still; the companies who will thrive in the AI era of industrialization and society haven't even incorporated yet. You and I (heck, PM me) could be sitting on a unicorn idea that just needs to be operationalized once the chessboard has been set and all the pieces have been captured (via the incoming AI bust).
That's all fair, except to say I don't see a world where nvidia, openai, oracle (and gemini/google, anthropic, microsoft, meta, etc.) don't exist as trillion dollar organizations EVEN WHEN (not if, but when) a lot of the unicorn and decacorn AI startups got belly-up.
It's a bubble, but a productive bubble. It's a bubble that is building out the infrastructure that will outlast all the froth. Like railroads before it or paving of streets, the future highway that everyone will use to create and make economic upside in and with AI will be done off the back of the bubble infrastructure of 1) power build out 2) data center build outs and 3) GPU creations (that will get cheaper and cheaper and cheaper and cheaper, etc.)
This is all my opinion, at least.