Note that Tesla was clearly a viable business, I don’t see the justification for it being 3 times the value of ford, gm, Toyota, and Honda all put together.

Generally people are not challenging the fundamental possibility of these as viable business, just that they don’t make sense at their valuations.

Though I’ll agree that open ai particularly should get some skepticism. To the extent that actionable business models might emerge, I don’t see openai actually in a position to be a big party of any of it. Microsoft and Anthropic seem to mostly own business revenue, ChatGPT is generally not even providing the models people select when they are able to choose.