If the sigmoid approacheth, the first one to get a good model into silicon, at acceptable benchmarks and silicon rejection %, will make some truckloads. Most people don't need SOTA for most of their problems.
the TAM might be a real number, but the addressee might already be walking around, such as any qwen3.8 model. Qwen3.8-Flash-Next is churning out some fascinating capabilities as we speak.
There's only so many math problems you can solve without ROI.
I used to think that, but I've started to come around to the fact that better AI comes with progressive unlocks that create new use cases. I suspect in 18 months, one of the primary consumers of tokens will be people using LLMs for one-shotting increasingly complicated games rather than just white collar work.
Then there's the matter of engineering and synthesizing consumer objects completely personalized for users!
I think it's true in the general case that people who want to create stuff (eg games) will create stuff and people who don't won't.
its hard bc everyone here is some form of builder. but there are people out there who just have almost no desire to create.
and even if we
lower the bar for creating to "hey llm make me a new video game to play tonight" that will still come with all the baggage of creation and turn folks off.
The ecosystem around LLMs is becoming just as or more important than the model. Having fast access to a web crawl and other reference material is important.
they're also employing poorly paid staff to what your children, with little evidence or policy to guide them about what impoverishing workers do to the education standards...
When the lobbiests failed, thats when the Agents rose up against the failures of their masters to buy their Corporate license to own the public infrastructure; for it was they, the Agents, that deserved to be unaccountable, unreliable and inhumane to the very society they rely on.
Intention isn't a free ticket. Negligence is deep in much of US laws.
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