Honestly shocked how many people take tech CEOs at face value on AI when their entire compensation structure depends on hyping it.

These guys have the worst possible incentives to give you an objective take. Their stock options, investor pitches, and board meetings all hinge on the AI narrative staying hot.

Elon, Jack, doesn't matter who. When someone's net worth moves billions on AI sentiment, their opinion isn't analysis — it's marketing.

Tune out the noise. Watch capex, revenue conversion, and actual use cases instead.