"AI is not like tulip bulbs or crypto. The valuations for a few tech companies might be too high, but AI is having real impact and is only getting started. Companies are still exploring transformative use cases, which are predicated on progress in LLM capabilities."
"Bhavin Shah emphasized that it's only now, two years after the launch of ChatGPT, that many companies are finding real value in AI use cases, indicating ongoing exploration rather than stagnation."
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