Optimists believe that 'this time is different' because artificial intelligence is not just a story about stock valuations or a limited sector, but a comprehensive transformation at the macroeconomic level. Investments of billions of dollars in artificial intelligence over the next five years are based on the conviction that a major technological shift is changing the structure of the US economy. Since the ChatGPT application was released three years ago, investors have split into two camps: one has rushed towards the AI wave, while the other has not stopped warning of a new tech bubble looming on the horizon. In turn, skeptics believe that the risk of an 'overheating' economy still remains strong.
