There is a reason why such discussions about CNC machines never happened. I wonder what it cculd be? Becausw their output is better than man-made atuff? Because they are reliable? Because their manufacturers generally don't lie?
Because it's a solution looking for a problem. All the AI companies lean in to coding because it actually helps with that to some degree but the amount that it helps doesn't justify their valuations. It needs to be good at everything to justify their target IPO price.