I don't know what to say on the valuation of frontier models or bottleneck trades, but a productivity boom from AI is absolutely happening its just a matter of how setup the business is for it and how skilled the users are which is likely causing a dispersion in teh data. Internally at @Blockworks we've hit a genuinely absurd acceleration in productivity in recent months, it's insane. We live in the future. Anyone saying otherwise I'm just going to attribute it to a skill issue.