AI progress has been dramatic but the revenue doesn't even come close to the infra spend. Also companies like Meta have started to commoditize the models. Consu

AI progress has been dramatic but the revenue doesn't even come close to the infra spend. Also companies like Meta have started to commoditize the models. Consumers could give less a shit about copilot enabled PCs. The actual revenue is in the future and requires more RnD. Many barriers to robotics and autonomy have started to fall. Drug development could greatly benefit from some of these advances. Ai spending is more about fear (of falling behind) than greed