IMO AI is more underrated than overhyped. The scale of value that AI can bring maybe larger than what internet brought. But, product design and engineering havn't caught up with the science yet. I think we are too narrowly looking at AI. LLMs are cool, but investors should look beyond that. ChatGPT wrappers aren't the next big thing. The fact that LLMs and image generation models work as good as they do now, should give investors a signal that the science of AI is approaching a tipping point where it's finally good enough to be incorporated into products. I see potential in 10 years time for a new FAANG, 5 trillion dollar companies with heavy reliance on AI that bring automation to various aspects of our lives.