@icetoad.eth
The issue with AI economies of scale, or lack thereof, is starting to come home to roost.
I refuse to pay more than a very small amount for AI. It can be convenient, but it's not that useful for me personally in its current form. Companies are also finding that the return on investment is iffy.
As AI companies start trying to boost revenue to prevent bleeding billions and billions, we could see this whole industry hit a wall.
The IPOs for SpaceX (includes Twitter and xAI/Grok), Anthropic, and OpenAI, will be interesting to watch. These companies are going to end up in a lot of people's portfolios because they will be part of index funds. The issue is that early investors are going to run for the door and use index fund owners as exit liquidity.