Comment by yibg

I think part of the problem is the variance (economically) of AI delivering is so wide, that even that's hard to predict. e.g, is end stage AI:

- Where we have intelligent computers and robots that can take over most jobs

- A smarter LLM that can help with creative work but limited interaction with the physical world

- Something else we haven't imagined yet

Depending on where we end up, the current investment could provide a great ROI or a negative one.