I noticed an interesting point in the latest comments from economists. Mark Zandi from Moody's Analytics talks about something like a tipping point in how companies are adopting artificial intelligence. Like Cortés' moment, when the ships are burned and there's no turning back.

The idea is that American corporations have already invested huge amounts of money in AI and restructured their operations, but productivity hasn't increased as expected. However, there's no going back — companies are too deep into this. Remember the recent 40 percent cut at Block. That's a sign that companies are starting to reshape their structures around AI.

Zandi predicts that ultimately this will lead to sustainable productivity growth, but the path there could be painful. There will be serious upheavals in the labor market. The only cushion is that the healthcare sector remains relatively stable; demand for labor there isn't falling as sharply.

Overall, it seems we are really at a tipping point with AI. Companies have made their bets, and now all that's left is to wait for the technology to start paying off.