I agree with the hype argument, but the time-frame seems optimistic. We had to endure many years of crypto hype (nice way of saying lies and delusion really), and even now you have the shattered remnants pretending that everyone swoons they talk about "replacing fiat".
There will also be a next hype cycle, and they seem to be coming faster and faster, with similar people behind them. "Oh look, NVIDIA found a new way to turn the US economy into a paperclip factory, I can't wait to see what the brain trust thinks about this. Oh they dream of getting money as a result so they're all-in for the next half-decade... fabulous."
The hype is a function of people trying things because no one knows quite where we're going to land. But this is two orders of magnitude more impactful then NFTs and crypto. There will always be grifters, but it's patently obvious AI is going to quietly (or maybe not-so-quietly) infiltrate everything.
There will also be a next hype cycle, and they seem to be coming faster and faster, with similar people behind them. "Oh look, NVIDIA found a new way to turn the US economy into a paperclip factory, I can't wait to see what the brain trust thinks about this. Oh they dream of getting money as a result so they're all-in for the next half-decade... fabulous."