I'm stating the obvious, but these things tend to go either way. We either grossly overestimate the impact, or grossly underestimate it.

In the case of the internet, it ended up going both ways. We overestimated it in the near term and underestimated its impact in the long term.

They could very well be right. I don't think they are. But I've also never seen anything that can scale quite like AI.