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the idea that tech leads to rapid, huge change is a pet peeve of mine for sure. in truth it often takes a long time for a new tech to proliferate, even if it's important also new tech dominance is not absolute...for most people the phone is basically their PC, but that doesn't mean PCs went extinct

Some tech is implemented very quickly. CT scans in medicine. Huge return, no alternatives. Returns on ai mostly coding now. As I tediously note — they still can’t do a moderately complex personal income tax return. If they can’t do that by Fall 2027 I don’t think valuations will hold

And they are super cute!