It says so much about the current environment when at the beginning he notes that their team has been let down by the AI hype, but that they resolved to be opti

It says so much about the current environment when at the beginning he notes that their team has been let down by the AI hype, but that they resolved to be optimistic about it and push forward anyway. Skepticism and optimism are importantly quite orthogonal states! So, in opposing them here, we get a little window into the SV/VC/tech-guy mind: to question or reject the idea that there is an overriding and necessary teleological direction of technology is no different from questioning or rejecting technology itself; there is only one direction, and if you disagree, well you are just luddite; there will always be new features to release and new tech to discover, and in that, there will always be profit. In this world, optimism is the opposite of skepticism, because any kind of grand skepticism simply can't be sustained lest the whole thing loses balance. Like imagine if SVB happened and there wasn't the LLM hype boom right after that. Can we even imagine that? I don't think so... Just as the sun rises every morning, at every business quarter some new thing rises to positively change the world.