Not the first to notice this I'm sure but it feels like there's an insane amount of pressure pushing capital towards anything with a hint of AI legitimacy. It's as if asset owners across the planet have come to a consensus that the only industry that will matter going forward is this one (fair enough I guess), but this intense systemic pressure squeezes insane amounts of money toward litearlly any AI shaped outlet that opens up. It's just starting to feel like "scared and desperate" money more than "smart money".