Some of that money is these companies trying to find a use for this technology, because their investors don't want them to miss the AI train. Not sure what proportion is seeing any returns right now.

If the product were to disappear tomorrow, I doubt the real economy would notice the loss of 0.05% in productivity.

[1] https://www.technologyreview.com/2025/02/25/1111207/a-nobel-...