Agreed. At the end of the day, manufactured parts are driven by constraints outside of the CAD environment so analyzing 3D data as the foundation of an AI system strikes me as attacking the problem from the wrong direction. i.e. Simple optimization of a part for injection molding can take it from requiring a bunch of side actions and collapsing cores to a simple 2 sided mold and save hundreds of thousands of dollars in tooling. None of that is obvious from 3D data alone.

That said, I am excited for AI assisted CAD tools. Things like creating and applying global variables to an existing part, complex assembly analysis for part reduction or just making a starting base part can be incredibly tedious and are low hanging fruit for improving CAD workflows with AI imo.