> Many companies are already getting direct value out of AI. There's always some "value" in a bubble, but how does one confirm that it's enough "direct value"

> Many companies are already getting direct value out of AI. There's always some "value" in a bubble, but how does one confirm that it's enough "direct value" that the investments are proportionate? Enormous investments should go with enormous benefits, and by now a very-measurable portion of expected benefit should have arrived...