i think the point is AI has to go much further and faster than it has in the past 3 years to justify the investments being made from the hype. The hype did its job now the AI industry has to execute and create the returns they promised. That is still very much up in the air, if they can't then the tech was over hyped.
This.
It's high time to stop accumulating debt while providing free picture of pelicycles, just charge the full cost for them - enough to generate profits and pay back debt.
What we see now is literally burning money and energy to generate hype. The only true measures of success are financial and macroeconomic. If the hype is real, there should be no problem for the mighty AI to generate debt-free profits for its providers while the overall price level in the US goes down.
We observe the exact opposite which makes the AI hype act only as market manipulation for capital misallocation.