I'm not even making predictions on whether AGI is possible or not, but the valuations of these companies hinges on AI being able to replace a large portion of h

I'm not even making predictions on whether AGI is possible or not, but the valuations of these companies hinges on AI being able to replace a large portion of human labor. I think we are teetering on the edge of a huge bubble pop unless some other company releases something that's not just another chatbot that does slightly better on some benchmarks that nobody outside of the industry has ever heard of. What I'm trying to say is that the stock market mostly runs on vibes at this point. And when you have the CEO of the leading model company hyping up a release people have been anticipating for 2 years by tweeting out images of the death star, saying that it made him feel useless, etc. etc., and then it turns out to be a cost-cutting exercise and causes a massive uproar amongst its most loyal users, I think the market is going to adjust to reflect the bad vibes.