> when the market is telling you loud and clear they want X

Does it tho? Articles like [1] or [2] seem to be at odd with this interpretation. If it were any different we wouldn't be talking about the "AI bubble" after all.

[1]https://www.pcmag.com/news/microsoft-exec-asks-why-arent-mor...

[2]https://fortune.com/2025/08/18/mit-report-95-percent-generat...

Exactly. Microsoft for instance got a noticeable backlash for cramming AI everywhere, and their future plans in that direction.