People are gonna pretty quickly quit paying for AI--we're well into the "let me see what everyone's talking about" phase and that'll wear off soon. The price is already skyrocketing way ahead of quality or utility, so that'll accelerate the decline. Businesses incorporating AI into their products will scale that back as costs increase, or as they replace the most commonly used functionality with purpose-built code.

The real question is how do we continue the grift? AI's a huge, economy-sustaining bubble, and there's currently no off-ramp. My guess is we'll rebrand ML: it's basically AI, it actually works, and it can use video cards.

AI is a great feature funnel in terms of like, "what workflows are people dumping into AI that we can write purpose-built code for", but it has to transition from revenue generator to loss leader. The enormity of the bubble has made this very difficult, but I have faith in us.