I think really more than anything it’s become clear that AGI is an illusion. There’s nothing there. It’s the mirage in the desert, you keep waking towards it but it’s always out of reach and unclear if it even exists.

So companies are really trying to deliver value. This is the right pivot. If you gave me an AGI with a 100 IQ, that seems pretty much worthless in today’s world. But domain expertise - that I’ll take.