There is a whole lot of marketing propping up the valuations of "AI" companies, a large influx of new users pumping out supremely shoddy software, and a split in a minority of users who either report a boost in productivity or little to no practical benefits from using these tools. The result of all this momentum is arguably net negative for the industry and the world.
This is in no way comparable to changes in the footwear, travel, and telecom industries.
What changed in the last month that has you thinking that a demand wall is a real possibility?