How do you view the AI-Apocalypse?

Current student pursuing a bachelors and this thought came up.

The way I see the current AI boom is reminiscent of China’s industrial surge in the 2010s. Back then, manufacturers with scale, capital, and infrastructure churned out plastic goods at staggering velocity cheap, disposable, and often low on intrinsic value, yet capturing the market simply because they could.

Today, U.S. tech companies are doing the same with AI. Capital-rich SaaS firms are pumping out products at breakneck speed, not always because they solve pressing problems, but because they can. The market responds in kind: novelty drives adoption, hype drives growth, and usability often takes a back seat. In other words, we’re in a period of AI ubiquity, where quantity can outweigh quality, and first-mover attention can matter more than lasting impact.

The question then becomes: is much of the AI being churned out today simply the digital equivalent of dollar-store plastic – in essence, disposable slop? Only time will tell. I’m curious to hear your perspective.

Personally, as always I’m bullish on companies that provide value. There are key AI players that have proved they are here to stay. But what about the rest?