I think your original post just overestimates the 'normal' pace of change - Taking 10 years to go from the first ride to 100k rides a week is no time at all in the scheme of things.
Airplanes are an example of an insanely fast technological adoption, and they still took 30 years to go from the wright brothers to the first commercial jet. I get the feeling that if the wright brothers invented the plane in 2024 though, people would be saying 10 years after "Planes are all hype! If planes were truly transformative they would be rolled out everywhere and would be carrying passengers by now"
45 years: December 1903 to July 1949
https://en.wikipedia.org/wiki/Wright_Flyer
https://www.history.com/this-day-in-history/first-jet-makes-...
Yes, 45 years to the first passenger jet plane.
I suspect this will be the case with any AI workload. Heavy customization to get to a place where it is good enough. So the financial benefit needs to be equally huge and someone needs to feel confident they can extract that value 20 years in the future.
Now we can use compute resource for memes.
Costs will come down, so the required benefit will be lower.