The author's previous warning about the obsolescence of many AI agents within 1-2 years is now being reaffirmed, suggesting that the current market may be overvaluing "glorified reply bots." While there's money to be made in the current cycle, investors should be cautious and avoid long-term commitments to these projects, as they may resemble past speculative bubbles like NFT utility or ICO metaverse tops. This implies a need for selective investment and profit-taking in the short to medium term.