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Why is everybody saying the AI trade is over when
>only been 3 years since GPT 4 release
>earnings are at peak
>models are more capable than ever, and are cracking some of the hardest mathematics problems in the world that the best mathematicians couldn't solve for centuries
>AI even made major progress on the Riemann hypothesis which is considered the ultimate test for beyond human capablities
>AI productivity numbers showing for the first time in the MAG 7
>agentic AI just now taking off in a real way, and enabling scaling of AI productivity
>machine to machine interfacing just getting started. that means economic activity with agent to agent interactions