Seeing pallets shipped out the door seems like a far cry from knowing something intimately. To know the business intimately would likely take knowledge of not o

Seeing pallets shipped out the door seems like a far cry from knowing something intimately. To know the business intimately would likely take knowledge of not only the AI industry but also understanding what customers are using these machines for, are the sales sustainable, etc... Your anecdote is just survivorship bias and you are one of the survivors.