I actually feel like it’s really premature for a relatively new technology to be showing profit improvements. We are talking on the order of a few years of investment and “figuring out” how to use it productively in business. Most new technologies take a decade or longer to really yield tangible value.

This is the first cycle in my (relatively) long career where the demand for return felt instant. The tools and techniques are almost comically immature and the average person interfacing with the tools is largely bewildered.

For word processing for instance people spent years upon years coming up to speed on wordstar, word perfect, word. Decades later they’re a common part of life and the tangible benefit over secretarial pools is obvious - there is no such thing as a secretarial pool.

AI it feels like almost a blink of an eye and the demand is “well, it’s been a few years, where’a the post scarcity society I was promised?”

The difference is that other new technologies didn't have a literal trillion dollars invested into them within the first few years, nor were the industry leaders warning that the tech could destroy humanity. Given those conditions I think "Has it made any money?" is a reasonable question to ask.