And just like the case with Huawei, Chinese LLMs make it impossible for the US government to spy on people because nobody is using US's Spyware-as-a-Service.
Haha! That is so funny! Because you're absolutely right, that is how it is going, and that is the future.
It was SaaS - software as a service (I think it started with this) ... then ...
PaaS - platform as a service
IaaS - infrastructure as a service ... now we come to today ... and it is ...
AIaas - AI as a service
Spyware-aas - Spyware as a service (included free with OpenAI, haha!)
That is why I do not believe there is an AI bubble.
It will be AI as a service, because everyone wants to do the tokens, which Jensen Huang points out is how AI makes money, via the tokens.
Also, the agentic AI is actually productive AI.
Before, when AI started getting good, it was basically the students who were using it.
But with the claw AI, that meant a whole new ball game.
So, logically, I would say, when students were using AI, it was bubble. But with agentic AI, this is a not bubble, this is AI as a service. Which will continue to grow.
When the spy as a service, no, I mean AI as a service happens, the US government will be like this.