Amazon, Google and Microsoft are balls deep invested in AI, a rational person should draw 0 conclusions in them showcasing how productive they are with it.
I'd say it's more about the fear of their $50billion+ investments not paying off is creeping up on them.
It’s ok to have this prior but these are not speculative tools and capabilities, they exist today. If you remain unimpressed by them that’s fine, but to deny real people (not bots!) and real companies (we measure lots of stuff, I’ve seen the data at a large MAANG and have used their internal and external tools) get serious benefits _today_ and we still have about 4 more orders of magnitude to scale _existing_ paradigms, the writing on the wall is so obvious. It’s fine and reasonable to be skeptical and there are so many serious serious societal risks and issues to worry about and champion but to me if your position is akin to “this is all hype” it makes absolutely no sense to me
I'd say it's more about the fear of their $50billion+ investments not paying off is creeping up on them.