[ArnoVW]

Like you I am highly skeptical of bullish AI narratives, even if AI clearly represents value.

However, your analysis has one flaw. Our biggest corporate customer is unwilling to give testimonials about our (niche) application, because it represents a competitive advantage for them and they don’t want to educate their competitors.

In theory one could imagine similar mechanisms going on in AI.

[jrockway]

I kind of expected that reply and it just sounds like cold fusion to me. "We'll tell you how it works some other time, what matters is that it's going to change the world!" It didn't.