I work for a large tech/entertainment company with around 20k employees. We make actual products, some generating hundreds of millions in revenue annually. I recently saw our spending numbers: $20 million on AI this year. Initially, I thought that was a lot, until I saw we spend around $500 million annually on software in general. Most of us using AI at work see noticeable productivity gains. It's genuinely useful when treated as a tool rather than a replacement for actual work. I honestly think AI companies could double their token prices tomorrow and we'd still pay. If companies like mine are already finding real value in AI and are willing to pay more for it, where exactly is the bubble? I think is very likely that demand will keep growing.
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