Maybe don't use the most expensive models on the planet? Maybe use AI like a tool and not this black box that grants wishes?
I think companies are reluctantly realizing that AI is not a magic genie in a bottle, and is instead a tool.
Still very valuable. They just need to have strategies that match what the tools are capable of - not strategies that involve "rub the magic lamp and increase profits 80%".
If the market is rewarding companies going after the "rub the lamp" strategy, they're going to say they're doing that to juice stock prices.
Maybe the market is finally realizing blindly spending billions on LLMs with almost no strategy is not a good strategy.
Who knows.
Sounds like you want to be in the next round of layoffs?
But the executives need the fanciest models to evaluate how well they can replace the expensive labor costs.