I believe real value lies in solving customer problems - not just investor problems. This technology has significant upside when applied thoughtfully. That said, without proper validation, prematurely sidelining proven solutions to chase AI initiatives—especially without clear problem definitions - can be risky. It sets the stage for a bubble that may not withstand tougher times.

imho, I would like to think tough times are ahead of us - that in my mind, neutralizes my 'tech optimism'.