Given the amount of money being pumped into it, it has a pretty short expected lifespan if it doesn't get good fast. Promises of jam tomorrow will only go so far.
> The use/value proposition will tilt towards it as a generation turns over from people who grew up with search to people who grew up with chat
There is no possible way that the current level of money-burning can be sustained for anything _like_ that long. I'd say if major players don't start showing a profit on this stuff within a year or so, the bubble will become unsustainable.