Correct - it could be evolving.

Apollo (credit) notes that AI isn't showing up in the bottom line of any companies besides the ones making it right now.

This isn't concerning for such a new technology, but if the trend continues it would be fatal.

Imagine how many businesses benefitted from the railroads at first - almost none because no one had freight to ship. Same kind of thing - the connective tissue is taking time.

But the catastrophic adoption of the technology could be what leads to its downfall.