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.