Well that's the thing that makes capitalism the most effective resource management system ever. If this is a bad play, and people do indeed find value from AI, it will be sink or swim. If it's not, then the ai forward will have to learn to stand out in the overwhelming sea of slop that they are competing against undifferentiated. That's why capitalists get paid so much, it's not a clear decision, in this case it seems contrarian, and if it pays off then they make money.