We are now three years into the AI boom, and understandably, many investors are asking: is this a bubble? My view is, not yet. There are pockets of froth in the market that warrant caution, but the core AI trade is not in bubble territory.Bezos: A “Good Bubble”At a conference in Italy last weekend, Jeff Bezos captured the moment well. If AI is in a bubble, he said, it is a “good bubble.”“This is kind of an industrial bubble as opposed to financial bubbles,” Bezos explained. “When people get very excited as ...