That’s how faster horses work. If you want to sell something actually new you have to take some risk. Speculative investment is good. It’s just group-think me-too investment bandwagon bubbles that are bad. And to be clear I think the world is overinvesting in AI by a lot. The strange thing is that so thinks a lot of financial experts, but “the market can stay irrational longer than you can remain solvent” so here we are.