For many AI looked bubbly six months ago， but the more and more articles and journalist argue that agentic coding tools like Claude Code have changed the economics： developers are adopting them fast， productivity gains are becoming measurable， and companies like Anthropic are seeing explosive revenue growth.

Their remaining bubble risk is that this boom may be concentrated in coding， but if AI agents can generalize to broader white-collar work - law， finance， consulting， marketing， operations - then the burden of proof has shifted from AI bulls to the skeptics.

tl；dr people come to realize AI in general is not a bubble.