This is all covert AI advertising.

https://esborogardius.substack.com/p/if-ai-doesnt-fire-you-i...

> Current AI valuations assume one thing: mass workforce extinction pays the bill.

I disagree. My evidence is simple: just look at how the most recent generation of smartphones is being advertised. Look at the platforms like Base44 that are spamming their ads all over YouTube. The bet is diversified quite a bit, into the expectation that end users will (eventually) pay through the nose for AI-powered toys.