Tuesday, November 18, 2025

 And, here we are.

This is an opening act.  I expect the headliner to begin in March '26.

No one has any idea how revenue will comport with current AI valuations.  I agree that it has great potential for just about "any" industry, but that transformative process will take much more time than some anticipate ("all customer jobs will be replaced by 2030, etc. etc.)