> You could say the same thing about tulip bulbs or any other famous bubble. Lots of smart people with no stake get sucked in.

While I agree with the skepticism, what specifically is the stake here? Most code assists have usable plans in the $10-$20 range. The investors are apparently taking a much bigger risk than the consumer would be in a case like this.

Aside from the horror stories about people spending $100 in one day of API tokens for at best meh results, of course.