I agree but it’s not how Silicon Valley VC works. It’s not how the Government with a money printer which desperately needs a “productivity miracle”, works.

They are going to firehose money at AI companies and spin a tale of how it’s helping the West outcompete China. It won’t matter how realistic their usecases are, it won’t matter that probably the best case for LLMs is just better integration into existing processes, all the vested interests will convince themselves that with enough money “AI” will actually fix everything and they will triple down.

Like your recent pod “the next big thing will look like a toy” - this capital won’t be where AGI will actually emerge from because the “experts” will be busy chasing the LLM deadend having refused to understand its limitations and the result I’m anticipating is the biggest misallocation of capital in history.