I think you are conflating LLMs with AI.

LLMs we all agreed were amazing back in 2023-2024.

What's happening now with AI is more of a corporate phenomenon quite removed from the actual tech.

Yes LLMs are useful, but replacing customer support with an LLM that gives user accounts away, or calling LLMs on a loop where the bottleneck is your checkbook and calling it AGI, those are phenomenons that are separate from LLMs.