> There is still unlimited AI hype in the market.

I've observed a very different state. From what I've seen the sky-high expectations of AI have come down quite a lot.

It depends where I look. Among colleagues and tech-native friends, I feel like there’s healthy skepticism as well as the excitement about new tech. On the other hand, all the investment podcasts that I’ve been following for years are nothing but ignorant AI hype and reciting articles about how all the jobs are about to disappear. I guess the people who doesn’t make firsthand experiences are not leaving the hype yet.

I agree, but I still think is overall point is correct: they need to do it now while it's still smoking hot