Part 8/14:
A recurring reassurance is that AI is not a fleeting bubble but part of a deeper, 40-year shift rooted in code-driven innovation. As Dave Blondon highlights, the ability to build advanced software by talking to machines signifies a transformative era akin to the rise of semiconductors in the 1990s or the cloud revolution of the early 2000s. The infrastructure buildout, led by Nvidia and other hyperscalers, resembles historic periods of industrial expansion, not speculative bubbles.