The way the current stock market unfolding might actually work in our favor faster than expected.
All these companies went all-in on AI when their stocks were flying high. Borrowed heavily, committed to massive infrastructure builds, stripped components away from consumer products. The whole bet was that AI hype would keep going.
Now? Stocks cratering, and suddenly that NVIDIA "$100B OpenAI investment" went from a done deal to "optional" and "we're considering it."
That's the canary.
Here's the thing - when you're overleveraged and the money dries up, you pivot FAST. And what actually makes money? Selling products consumers want to buy. Not burning cash on AI infrastructure that hasn't proven profitable.
The market's forcing their hand. They can't keep the AI spending spree going when their stock's down 50% and investors are demanding answers. They need revenue, and consumers are where the revenue is.
ASML doing layoffs despite record profits tells you everything - they see what's coming.
So yeah, sucks for the companies and investors, but for us? This collapse might actually accelerate the return of consumer products. When the leverage evaporates, they have to sell what people actually pay for.
Beginning of the end of the AI bubble might be the beginning of getting our hardware back.