Well sure, all market signals should be considered. As a casual observer, my received signals have been indicating that AI is getting sold at a loss to get market share, and more recent signals have indicated that users are really really sensitive to both costs and performance.

The weakest signal to me is investor money, because when you think of it, investors are betting on a future that may or may not be there. Heck even trends aren't guaranteed, "past performance is no guarantee etc etc"