I would hazard a guess that AI technology is already close to break even from an economic perspective, nearly everyone I know (especially those not in tech) uses it on a daily basis to assist with their work, especially coming in the form of dealing with pointless bureaucracy, writing emails and ideation.

From a cashflow perspective however it is no where near close to capturing its economic benefit, and to be fair to the bubble supporters I agree that I can't see how it can capture this in the short term. In the long term its pretty clear that there will be some major winners here who will reap big rewards.