AI.... awesome. Really need it. It'll raise productivity and enable a new middle class of fulfilled, happy people.
Over to JohnV, the other one...
AI will eventually find its way into virtually everything. That it's only in a couple of applications now and we can't say with certainty what's next doesn't mean it won't find its way. Compare to the ubiquitous chip / integrated circuit, the inventors and early investors had no way to predict the massive uptake and the huge variety of devices that have only come about because of the ability to package circuits onto tiny silicone wafer.
The real issue is that in today's connected society 'everyone's' aware of the rise of AI and the markets are so connected they can overheat as we see based purely on the potential. When the IC was invented (1959, had to google it) I'm pretty sure no-one was clamouring to buy shares and create start ups to make them. I don't honestly see AI any different really to those big innovations, and its not whether it'll become the size expected, it's whether it'll do it fast enough to please the markets.
