The pace of notable releases across the industry right now is unlike any time I remember since I started doing this in the early 2000's. And it feels like it's accelerating
Integration is accelerating rapidly. Even if model development froze today, we would still probably have ~5 years of adoption and integration before it started to level off.
You are both correct. It feels like the tech itself is kinda plateauing but it's still massively under-used. It will take a decade or more before the deployment starts slowing down.