> First is that the majority of investor gains in the US stock market have been fueled heavily by AI hype. Every public tech CEO is getting questions from analy

> First is that the majority of investor gains in the US stock market have been fueled heavily by AI hype. Every public tech CEO is getting questions from analysts about what their AI strategy, and they have to tell a compelling story. There's very little space or patience for nuance here because no one really knows how it will play out, but in the meantime investors are making decisions based on what is said. It's no surprise that the majority of execs are just jumping on the bandwagon so they have a story to keep their stock price propped up. This is also the only place where LLMs have had a tangible impact wrt product offerings with some path of utility, so it must be sold this way. The broader public (my experience, unprovoked, in conversations with the non-technical) are even aware of this--a neighbor of mine mentioned "prompting for code" to me the other day, while "AI" was a topic we discussed. Programmers have been well-compensated and I suspect there's some sort of public dissatisfaction with the perception of "day in the life" types making loads of comp to drink free lattes or whatever; no-one will cry for us. While, there's a billion and 6 "AI Startups" "revolutionizing healthcare/insurance/whatever with AI" but with nothing that the public has seen at any scale that can even be sold as a plausible demo. Image/music gen and chatbots writing code are basically all of it, and the former isn't even often sold as a profitable path.