If they're that profound you should be able to come up with one example though, right?

Not that I think you're wrong, but come on - make the case!

I have the very unoriginal view that - yes, it's a (huge) bubble but also, just like the dot com bubble, the tevhnology is a big deal - but it's not obvious to see what will stand and fall in the aftermath.

Remember that Sun Microsystems, a very established pre-dot com business, rose to huge heights on the bubble and was then smashed by the fall when it popped. Who's the AI bubble's Sun and who's its Amazon? Place your bets...