AI는 거품일까? 📉 SaaS의 하락이 시사하는 것

My thesis is that this is a good as llms are going to get unless we have another breakthrough. But at the same time the market seems to be rejecting overpriced SaaS, like paypals most recent earnings. Both can be true.

It makes perfect sense:

The "common" or "broad" sentiment is the average of all market participants. Since more market participants are employees and not executives, broad sentiment reflects the thinking of the average employee.

Since AI runs the risk of reducing the need for software and workloads, it makes sense that employees are the ones currently afraid of being replaced by AI agents, or simply one person doing the work of many.

So then it makes perfect sense for the general thinking to be "Anti-AI" and "pro-AI-bubble" as employees' brains attempt to try to justify themselves from being replaced, even though much of the market is also thinking that any one SaaS company are becoming less relevant.