You can't justify trillions of market cap just serving the US market, and they've just kneecapped their ability to compete anywhere else, it would be delusional to invest on something like this thinking it's going to be a free market, you'd just be indirectly funding the US government ability to use AI against others, especially if you are a non-US citizen (or a subgroup of US citizens they don't like). The near-term world-ending is just pure marketing, they haven't shown anything nearly as impressive as they've been promising, and the software they've produced so far with near infinite access to agents has been very impressively bad.