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It was Friday afternoon, and I'd just hit send on my weekly report to Amazon's Retail vice presidents, detailing what the Global Merchandising team I'd created had accomplished that week.

Inside Business stories reveal the inner workings of companies from Silicon Valley to Wall Street that are shaping our world today.

• The phrase "AI bubble" has recently been in the zeitgeist.
• Mentions in earnings calls and investor conference transcripts increased 740% from last quarter.
• Only demonstrable profits will quiet the talk, analyst Gil Luria told BI.

There's a bubble in talk of an "AI bubble."