As we move into a world of maximum engagement over substance and hype over reality, it becomes more important than ever to sift through the noise and find the truth. This is especially true in today's AI industry. If you read Twitter, it sometimes seems like everyone believes AI is going to take over the world and everybody's jobs next year, or that the whole thing is just a giant bubble. At this point, most people have probably seen some version of the basic AI bubble theory: AI spending is a m...