The growth of home ownership was an indicator of real estate investment, not of real world capabilities - once the value of real estate dropped and the bubble burst, those investments were worth less than before, causing the crisis. In contrast, the growth in this scenario is the capabilities of foundation models (and to a lesser extent, the technologies that stem out of these capabilities). This is not a promise or an investment, it's not an indication of speculative trust in this technology, it is a non-decreasing function indicating a real increase in performance.
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