Raw LLM Responses

There is alot of Confidence Conning going on with the Big 5 Tech companies and more. Big Tech hasn't disrupted an industry in a long while. They told everyone that would listen that AR/VR would overtake cellphone tech and the constant refresh of Black rectangles they sell. **It didn't**. They sold us that the *Meta-Universe* and disrupting video conferencing was going to be the next disruption in communication technology. **It didn't**. Big Tech told Wall St. they'd **DISRUPT** the automotive industry. Completely overturn the fundamentals of investing in that industry. That's why Tesla was such a moonshot. **It didn't**. Then COVID and inflation came along and **permanently ended cheap money**. Amazon and Apple could no longer become trillion dollar companies by **selling a narrative** of disruption. They could no longer enter an industry *offer the same services at a loss, run out the competition, and then raise prices with new "streams of revenues".* **Big Tech companies had to show fundamentals like reducing cost year over year. Projecting actual profits alongside significant R&D investments.** *This is why Machine Learning has been rebranded into AI. Its for legacy Investors to be wowed by Vaporware with a flashy name. The narrative* **HAS TO BE THAT** *machine learning has ALREADY disrupted multiple industries.* Because the S&P 500 has fewer reasons to project yearly growth, otherwise. So to sell investors on significant cost savings while trying to *maintain the narrative of being trillion dollar disruptors who operate on different economic principles*, Tech companies and the clients that invest in them **have to believe that Machine Learning has already matured**. Once the cost of the commercial real estate bubble shakes out, its going to be harder to sell trillion dollar stocks on narratives.