> I'm always surprised by the number of people posting here that are dismissive of AI and the obvious unstoppable progress

Many of us have been through previous hype-cycles like the dot-com boom, and have learned to be skeptical. Some of that learning has been "reinforced" by layoffs in the ensuing bust (reinforcement learning). A few claims in your note like "it's only a matter of time before we have domain-specific ASI" are jarring - as you are "assuming the sale". LLMs are great as a tool for some usecases - nobody denies that.

The investment dollars are creating a class of people who are fed by those dollars, and have the incentive to push the agenda. The skeptics in contrast have no ax to grind.