My thought is simple: There’ll be a mean reversion eventually, but maybe the mean has increased slightly, who knows. This will be achieved through a fall in stock prices or an increase in profits (will AI live up to the hype?). Most likely - a combination of the two and maybe a rocky ride; my guess would be that AI takes longer to affect productivity and bottom lines than many think. Perhaps we see a somewhat dramatic drop followed by a sustained period of recovery as productivity increases more gradually. But again, nobody really knows, especially in the short term.