If you're confused about how the hell AI is going to make the kind of money needed to turn a profit, I'll illustrate

[AZJonnie]

9. Sure, I use Gemini Agentic via CLI everyday. But all I'm talking about is a collection of agents that effectively talk

Your materials procurement agent. Your hiring agent. Your planning and scheduling agent. Your marketing agent. Your permit procurement agent. But the one agent to bind them all is the missing piece that keeps customers from having AI manage the bulk of the administrative type work of building a building, for example.

I think that when it comes to large scale investors, maybe it's as you say they aren't being explicitly told this capability is on the horizon at say, a large symposium, but I'd bet that's what they're promising the whales over $35 martinis at the swanky club: BIG stuff done largely autonomously by AI.

And I don't think there can be overall profitability for the industry without reaching that threshold. There will be 'profits' via certain types of accounting, sure. They were handed free freaking billions. So yeah, if you don't count that, maybe sometimes companies will take in more money than they spend in some given quarter. And market valuations will go up for awhile, so people will are getting 'returns' on their investment in that sense, on paper. But you think anyone is getting back the, say, $50M they laid out, via dividends, from AI companies any time soon?

My main point though was more political than technical. The only way there will be net profitability is by putting *many* millions out of their good paying jobs via massive scale AI deployment. And that's what they're shooting for. Even if I'm misjudging exactly what the public sales pitches are at the moment.