> But with "AI", not only is it not a product in itself, it's a feature to a product, but it has OpEx and CapEx costs that dominate the balance sheet based on their public disclosures. Worse, as a feature, it demonstrably harms business with its hallucinations.

I think it depends on how the feature is used? I see it as mostly as yet another user interface in most applications. Every couple of years I keep forgetting the syntax and formulas available in Excel. I can either search for answers or describe what i want and let the LLM edit the spread sheet for me and i just verify.

Also, as time passes the OpEx and CapEx are projected to reduce right? It maybe a good thing that companies are burning through their stockpiles of $$$ in trying to find out the applicability and limits of this new technology. Maybe something good will come out of it.