There is a movie, Gold (2016), about a fake gold mine. One of its founders is a true believer: he found a few chunks of gold and started digging for more. The other founder is a nihilist: he realised that there is no gold there, but who cares if he makes the investors believe? So he does, and almost sells the company for $300M.

In our story, investors are mining intelligence from GPUs, and they truly believe they are one inch from discovering the biggest goldmine in history. But GPUs, unlike a goldmine, cannot be inspected for traces of gold by independent contractors. To keep the hype up, the nihilists in our story dig up cheap gold-looking metals from time to time and tell investors that with a bit of alchemy - agentic workflows, etc. - those metals can be magically turned into gold.

Investors will keep digging until the end of the age, or until they run out of money.