I think it's more complex than that. You need to get really specific to calculate the potential value. It's entirely possible that there's 30 use-cases where it

I think it's more complex than that. You need to get really specific to calculate the potential value. It's entirely possible that there's 30 use-cases where it's very valuable, it's possible there's 80 use-cases where it's not valuable, and it's unclear how these use-cases are going to balance out in the future. To calculate whether all of this is over or undervalued would require analyzing and understanding all of those use cases and their impact very carefully. There's a lot of direct and indirect value, presumably no one is capable of currently calculating all of that anywhere near accuracy so people are making intuition based guesses on whatever data they can get hold of, but again - not so clear. I personally think that there's many levels of innovation still to come in terms of robotics, APIs/Frameworks/Coding languages/Infra specifically for LLMs to provide easier and more foolproof ways to code and do things otherwise. I think it's far from played out. I personally think that a lot of potential is still untapped.