Actual monetization of AI is likely to be a large hurdle. Right now lot of companies are throwing shit at the wall to see what sticks in a panic to not get lef

Actual monetization of AI is likely to be a large hurdle. Right now lot of companies are throwing shit at the wall to see what sticks in a panic to not get left behind. The downstream business models which will generate sustainable revenue to keep AI R&D running is somewhat lacking right now. That does smell like the 2001-era internet bubble. There's probably one Google-Search-level idea out there, but I'm not sure exactly which one it is. And remember it has to not only be a good idea, but it needs to be monetizable, with a substantial moat around it. So over the near term, 4-5 years I suspect AI hype comes back down closer to Earth again. Sure the secular trend is all up and to the right, but the secular trend of the internet was still up and to the right in late-2000 as well.