afaik Siemens Energy never pushed the argument that electricity would be able to do everything humans can within a year or so...

Yes, obviously there's a whole lot of relationship building and effort and judgement which matters at least as much as infrastructure in building businesses, but the whole schtick of Big AI is to insist their product is better than humans at planning and market analysis and building and sales and marketing and especially at effort and concentration, and they're obviously better capitalised than startups using AI to do something in a particular vertical, so if they believe their own hype, why not?