There has undeniably been a *massive* new investment in this space since ChatGPT, and recommendation algorithms and computer vision haven't really changed. There aren't a lot of brand new markets for that - this is being fueled by *chatbots*.
I know that LLMs are not the same as lightbulbs, because in the past 2 years we have not seen proposals to reopen nuclear power plants in order to power lightbulbs.