I'd like to see one of the major AI players demonstrate a successful exit. I don't think Coreweave counts here, because their long-term success is so tightly tied to the AI bubble continuing forever, which it probably won't. I want to see a strong company emerge from the bubble and start delivering real, sustainable value to its customers and investors. That would convince me it's possible to build a decent product and a real business on LLM AI technology.