on the state of the AI
BUBBLE
a story about what you know (or don't)
the most powerful technology in human history.
and most people have no idea.
The Investment
$1T
AI market size
by end of 2026
$200B+
invested by big tech
in AI infrastructure alone
900M
weekly ChatGPT users
January 2026
Every tech company is all in.
Every investor is all in.
Every headline screams revolution.
The Echo Chamber
Inside the bubble, everyone
thinks the world has changed.
Open Twitter. Scroll your feed. Every other post is about AI.
"AI is insane." "This changes everything."
"We are so early."
this is what your timeline looks like.
this is what you think the world looks like.
but.
Outside the Bubble
Ask your parents.
Ask your barber.
Ask your neighbor.
Only 16.3% of the world's population uses generative AI tools.
40%+ of young Americans ages 14-22 have never used an AI tool.
Only 4% use them daily.
Among adults with a high school diploma or less, 59% have never heard of ChatGPT.
Two Worlds
Inside
"AI is insane."
"We're so early."
"This changes everything."
"Months of work in 12 hours."
"AGI by 2027."
"Nobody is ready for what's coming."
— your timeline, every day
Outside
"What's ChatGPT?"
"Isn't that the robot thing?"
"My kid uses it for homework I think."
"I heard it makes stuff up."
"Sounds like a fad."
"I don't really get it."
— everyone else
What They're Missing
These tools can write code, analyze data,
draft legal documents, debug software,
build entire applications, teach you anything,
and reason through complex problems.
Most people use them for homework help.
Claude
The Paradox
"My guess is that we will hit AGI sooner than most people in the world think and it will matter much less."
— Sam Altman, CEO of OpenAI
"Developing superintelligence is now in sight."
— Mark Zuckerberg, CEO of Meta
"We are literally making sand think."
— Marc Andreessen
Meanwhile, a study of 6,000 CEOs and executives found the vast majority see little impact from AI on their operations.
Workers' regular AI use increased 13% in 2025. But confidence in the technology's utility plummeted 18%.
95% of generative AI pilots were failing. Klarna laid off staff claiming AI could replace them. Less than a year later, they were hiring again.
Only a third of consumers
think they use AI.
The actual number?
77%
bubble (noun)
1.
a thin sphere of liquid enclosing air or gas. fragile. temporary. destined to pop.
2.
an economic cycle characterized by the rapid escalation of asset prices followed by a contraction.
3.
a state of isolation from reality. a filtered environment where information only confirms what you already believe.
"tech twitter exists in an AI bubble where everyone assumes the average person cares about AGI timelines and prompt engineering."
4.
not necessarily wrong. but definitely disconnected.
The Point
The bubble isn't about overvaluation.
It's about information asymmetry.
A small percentage of the population is experiencing a technological revolution in real time.
The rest of the world is still trying to figure out if ChatGPT is a search engine.
The tools are real.
The capabilities are real.
The gap between those who know and those who don't?
That's the bubble.
You're reading this inside the bubble.
The question isn't whether AI is real.
It's whether the rest of the world knows.
buy on pump.fun