> The article claims that AI services are currently over-utilised. Well isn't that because customers are being undercharged for services?
Absolutely, not only are most AI services free but even the paid portion is coming from executives mandating that their employees use AI services. It's a heavily distorted market.
On the flip side, there are many indications that a huge part of corporate AI usage is "Shadow AI", i.e. where workers use GenAI without their employer's blessing or knowledge. E.g. https://cacm.acm.org/news/the-real-significant-threat-of-sha...
And a majority of those workers do not reveal their AI usage, so they either take credit for the faster work or use the extra time for other activities, which further confounds the impact of AI.
This is also distorting the market, but in other ways.