You're buying into too much market fuzz too. That internet thing going big never happened and cell phones turned out to be bust, all that hype for nothing..... See how cherry picking works.
Not saying they are a bust, either of them. Just to scale down expectations because AI, even the generative type won't be coming up with novel solutions.
EV aren't a bust either, but case in point... manufacturers are already anouncing scale downs because expectations were too high. Combustion will stay around for quite a bit given the battery production constraints.
Also, EVs are a bust, wut?