How many years of not seeing returns this quarter does it take before its all hype?
It's more than okay for a company with other sources of revenue to do research towards future advancement... it's not risking the downfall of the company.
I can't predict the future, but one possibility is that AI will not be a general purpose replacement for human effort like some hope, but rather a more expensive than expected tool for a subset of use cases. I think it will be an enduring technology, but how it actually plays out in the economy is not yet clear.
without structural comprehension, babbling flows of verbiage are of little use in automation.
CAD is basically the opposite of such approaches, as structural specifications extend through manufacturing phases out to QA.