> Especially as there has not been any new great revenue sources outside AI in recent years.

Nobody can make a profit with AI. Any clever idea can be cloned with AI, competition makes it unprofitable. No moat, no arbitrage opportunity. "During the gold rush, the only people making money were the men selling shovels."

We can definitely do amazing things with AI, and it makes us have superpowers, but so does everyone else. My competition also uses AI. I have to keep up with an AI powered competition now.