You might be underestimating the kind of conversation going on between investors, CEOs and board members.
Companies are losing investment because they're not positioning themselves as AI-centric or having AI features.
This is happening across every sector I'm familiar with: productivity software, music software, HR software, enterprise documentation, learning software, developer tools.
This is not someone getting enthusiastic about the OpenAI API back in the day, this is literally companies fighting for investment money by tackling AI into their product.
Look, I won't deny that like the dot-com bubble and the "cloud" hype of years before that there isn't overhyping and forcing going on. But this feels to me a lot like someone in the mid 90's looking at this "internet" thing and thinking it's all a fad being pushed on us by computer nerds. I'm not saying every company and every attempt to stuff "AI" into everything is going to be some revolution that will stick with us forever, but neither were a lot of early online providers. But like I said, AI is infrastructure, and people are going to figure out how to build things on top of it that will become integrated and standard parts of our lives, just like computers, the internet and the cloud are all today.