AI is a broader field than ChatGPT and Claude. Waymo is AI. Suno is AI. TikTok's recommendation algorithm is AI, Protein folding, Weather predictions. I can keep going.

Sure, Claude and ChatGPT are electricity, but oil is not just gasoline and diesel. It's also responsible for the colors all over our world. Plastic comes from oil. So chatbots might be electricity but the broader field of AI seems more like oil to me.