The answer as always in these situations is to zoom out.

We are in the midst of a paradigm shift, and the perspective in the daring fireball post aligns exactly with this author’s perspective:

https://rebecca-powell.com/posts/return-on-intelligence-01-e...

Really enjoyed that article, thanks for the link. I agree there can be a bubble and a genuine paradigm shift at the same time. We're going through our first wave of attempts, more or less wrong, but the general direction is right, that the future will never be the same.