The market is losing its shit over this because people are operating on the thesis that "AI will be able to ..." rather than "AI can demonstrably do ...". At some point they're all gonna get margin called on their futurisms. It would be a lot better if, before getting excited, we ask to see experimental results. So you say you have a world-beating security tool? Show me something it can do that all the other ones can't. That would be worth getting excited about, not a vague blog post about vibes and dreams.