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At this particular moment in time, the old quote about "the market can remain irrational longer than you can remain solvent" feels relevant on a couple of levels. I keep waiting for the bubble to burst and for these executives to be forced into finally confronting the realities of this technology, but it is taking a very long time indeed.


Not all bubbles burst, some deflate quite silently especially if people expect them to burst.

Microsoft didn't care to ask users when they put copilot into everything and they won't ask users when they'll "consolidate the experience" to whatever works.

And just so I can claim that I "knew it all along" in the future I'll say that some form of "agent OS" is here to stay when the dust settles.




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