I'm so annoyed by this negativity. Is AI perfect? No, far from it. Does it have a positive impact on productivity? 100%. Do I care about financials? Absolutely not. There's the regular hype cycle. But these idiotic takes like "dotcom 2.0" and "AI winter" are just and show that the author has no clue what they are talking about.
That 100% claim is doing an awful lot of work. Theres is ample documentation from most corporate rollouts that show the opposite, and as a SWE I find it worse than useless...