

Theres a certain amount of inevitability in this… If its expected every single quarter you somehow produce better numbers than your last numbers… you are incentivised to make the sand castle taller by digging around its foundation spill more on the top. This applies to not only individual companies but the market at large - its practically fractal in nature.
Most of the market by now is aware AI and its promises are bullshit. Its just about passing that hot potato nuke around until it explodes. Nobody is worried about each pass making it a bigger bomb… they’re worried about not being the guy holding it when it blows.

Its a shame people haven’t realized how few of them there are and how much better things would be if they… just … you know. Weren’t.
Meanwhile they are building bunkers and installing more surveillance we are paying for. The mind boggles at the trajectory we are on.