Doesn’t need to be AGI. I am bullish on the concept of GPT assisted workflows of all kinds. OpenAI will probably do very well but there is a chance of disrupti

Doesn’t need to be AGI. I am bullish on the concept of GPT assisted workflows of all kinds. OpenAI will probably do very well but there is a chance of disruption. They have a moat but also the nature of AI is it is a cloud commodity (like say Lambda functions) where I see a competitor making a cheaper drop in replacement. But to be a threat they need to smash scale and LLMOps etc.