Abstract

Bubbles are sure to burst. Who will survive when the AI bubble bursts?

As of 2025, the world is clearly in the midst of an AI bubble. Overheated investment, unclear valuations, excessive expectations, immature systems, and confusion on the ground. All aspects closely resemble the dot-com bubble and smartphone bubble around 2000.

And bubbles are sure to burst. No bubble in history has ever collapsed.

However, the collapse is not ultimately a tragedy. It is only when the bubble bursts and the ground becomes visible that truly established technologies are selected. And at that time, those who can use AI correctly will survive.

This book aims to prepare for the collapse of the AI bubble and calmly determine "why we should still use AI."

- The ability to discern what is illusion and what is reality
- The ability to see through technology from the user's perspective, not that of an investor
- The ability to distinguish between what should be left to AI and what humans must take absolute responsibility for
- The ability to find "strong technology" and "sure winning strategies" that will remain even after the collapse

Author’s Information

Representative Director of Kuwadate Co., Ltd.

After graduating from the Graduate School of Media and Governance at Keio University, he worked at Mitsubishi Research Institute before founding Kuwadate Co., Ltd. in 2008. In addition to providing management consulting in the fields of communications, broadcasting, and digital, he has also served as a government committee member for the Ministry of Internal Affairs and Communications, the Ministry of Economy, Trade and Industry, and the Organization for Economic Cooperation and Development (OECD), supporting policymaking. Since 2016, he has been an associate professor at Keio University Graduate School, and since 2024, he has served as vice president of the university's Cross Dignity Center and a visiting researcher at Georgetown University in the United States.