the only realistic demand is see is similar to why Azure, digitalocean etc are still breahing. There are incompetent companies that cannot live without certain services, so they'll stay dependent. A lot of companies are doing agentic engineering, and the rat race is even stronger there. You need a product that is better than a vibe-coded app, but you aren't competent enough to get there. These companies are going to die out at some point, and what will be left is the better half.
Even that won't make back the 3 trillion that is needed.
From what I am seeing about 10% of our AI spend has any ROI. You can count 90% loss of $XX but the ROI we get from that 10% is 200%-10000% of our spend.
Getting and retaining customers is 99% of profit which is why sales, marketing, advertising, and creativity is always in high demand. After that, quality.