To me I see a lot of similarities to cloud computing early on (broadly defined). There were a lot of twists and turns in the road and a lot of things didn't tuen out as many predicted--and it was, naturally, much messier than earlier visions. But companies that decided to sit back and see how things played out mostly paid for it while the winners--so far--have mostly been companies that made bets and course-corrected.
I worked in Enterprise Cloud teams during those early days. It was instantly loved because it allowed development teams from across the company to bypass central IT and provision their own infrastructure. And because it was such high quality e.g. secure, highly available it could be trusted for Production workloads.
There is no comparison at all to AI which is fundamentally untrustworthy and may remain so for a while/ever.
To me I see a lot of similarities to cloud computing early on (broadly defined). There were a lot of twists and turns in the road and a lot of things didn't tuen out as many predicted--and it was, naturally, much messier than earlier visions. But companies that decided to sit back and see how things played out mostly paid for it while the winners--so far--have mostly been companies that made bets and course-corrected.