Insights · Technology History
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Historical patterns show that early, trivial use cases of new technologies often precede massive commercial adoption, suggesting current skepticism about AI applications may be premature.
Impact: Investors should focus on long-term adoption curves rather than immediate revenue metrics, recognizing that foundational infrastructure often outpaces near-term monetization.
— from AI Infrastructure Spending: Bubble or Boom? · AI + a16z· Feb 03, 2026