for me the odds that AI is a bubble declined significantly in the last 3 weeks and the odds that we’re actually quite under-built for the necessary levels of inference/usage went significantly up in that period
basically I think AI is going to become the home screen of a ludicrously high percentage of white collar workers in the next two years and parallel agents will be deployed in the battlefield of knowledge work at downright Soviet levels
OpenAI will able to take back the coding crown with the massively improved reasoning efficiency.
Speed was the only concern. Now it might be resolved with faster inference and better reasoning efficiency.