Bragging how you didn’t read something is also ill-favoured here.

WTF? Your shitty link to some private blog doesn't work, but apparently you can't make a proper response to the above.
I just mention I couldn't read it for completeness on my side.
VC is not a tech term, you are being lazy and apparently don't care about ambiguities in what you write.

And unless it means something different here than I guessed, your point was irrelevant. Venture capitalists are irrelevant to the boom of AI.

You also don't explain how actual demand can be a bubble.