The bet is not that there will be this one seminal moment of AGI where all the investment will make sense. The bet is that it has already showed up if you look for specific things and will continue to do so. I wouldn't bet against the idea that LLMs will introduce itself to all jobs, one at a time. Reddit moderators, for example, will meet AGI (as far as they know, their entire world being moderating) sooner than say, I don't know, a Radiologist.
The universe of people getting paid to make CRUD apps is over. Many here will be introduced to AGI faster and sooner. Then it could be phone customer support representatives. It could show up for the face-to-face worker who is now replaced by a screen that can talk to customers (which already arrived yesterday, it's here). It'll appear erratic and not cohesive, unless you zoom out and see the contagion.
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Rome needed to recognize that the Barbarian hordes had arrived. Pay attention to all the places the invasion has landed. You can pretend like the Vandals are not in your town for a little bit, sure, but eventually they will be knocking on many doors (most likely all doors). We're in a time period of RADICAL transformation. There is no half-assing this conviction. Practicality will not serve us here.