I think the pumped-up hype nicely coincides with some A.I. companies' desire to go public in the coming weeks or months.
I see lots of fabricated news on the internet concerning LLMs. Like one that claims GPT-6 broke an Enigma enciphered message which has withstood decrypting for almost 80 years. And how this seasoned cryptographer stood in awe. Yeah, right.
A good way to check whether it's substance vs hype is to check whether people are paying for it.
"Anthropic is now pacing to generate more than $100 billion in annual revenue, up 50% from just two months ago, the New York Times reported Friday."
https://www.axios.com/2026/09/18/anthropic-100-billion-reven...
That's already more revenue that Disney, Johnson & Johnson, Boeing, or FedEx. And they are growing extremely rapidly.