While I think there HAS to be some intrinsic value somewhere in a $1T industry, I have yet to see it and am starting to think that the arguments it's worth zero

While I think there HAS to be some intrinsic value somewhere in a $1T industry, I have yet to see it and am starting to think that the arguments it's worth zero are more right than wrong. Previously, I thought once the irrational market comes back down to earth it would be an interesting technology to start exploring, not as a speculative asset, but I have yet to see any real world examples appear.