For the huge amounts of capital already burnt, and another 1T in CapEX RPO being announced last few weeks and months, isnt that too many of "potentially" and "ultimately" unspecific qualifiers you are throwing around here? Reminds a lot of Sam Altmans classic lines of unspecific statements like "Codex is so good" or "I can only imagine how good it will get" by the end of 202x (insert year of the decade according to your own preference). After 10+ years of OpenAI and 4+ years of ChatGPT, why is the potential not materialising ?
We are in an era of solutions being invented and developed at a rapid pace. The identification or invention of problems that they are good at solving has a much slower lifecycle.
