>Presumably at some point you need a measurable productivity return yea?

At what point? This technology is brand new. Did you think we were going to double productivity in 3 years?

Capacity is being built. It's hard to build data centres, there are no chips, there is no memory, it's hard to get talent, we don't have the energy to power the facilities.

No one knows where this is going. We are scratching the surface. There is an absolute boom happening, and yet every day I have log onto Hacker News and read this nonsense about everything falling apart. Are we living in the same universe??? So-called "technologists" saying, "meh, it's not that cool". Okay.

Guess what? You're not Michael Burry. Nobody cares or will care that you "called it". Look around this place: you aren't even slightly contrarian.

"We would be profitable if we had the resources but we don't," isn't the smackdown argument you seem to believe it is.

There used to be a thing where successful tech companies were profitable right out of the gate, and very successful companies doubled those profits for years, and companies who bought and used the tech could point to clear, actioned, benefits and cost savings.

Now it's all "This will be really, really profitable one day, probably, if the omens align and we can deal with all of the problems."