Even China's party-aligned economists are saying that AI investments should be lowered next year and more in line with revenue, since Chinese companies are making much less than even American ones.

The obvious trend is investments will come back to earth over the next year or so. Both OpenAI and Anthropic are clearly laying down the PR groundwork to slow down model releases.

The value in Bain projecting such a growth over 5yrs is mostly help to communicate this. Not that it's actually going to continue growing exponentially with zero regard for revenue.