> right now the expected future cashflow from whoever "wins" is infinite justifying astronomical amount of capital expenditure. ex) Microsoft's $100 billion sup

> right now the expected future cashflow from whoever "wins" is infinite justifying astronomical amount of capital expenditure. ex) Microsoft's $100 billion supercomputer Absolutely. These agent startups don't have PMF and haven't solved anything yet. They're playing in the kiddie pool while Microsoft is placing chess pieces with a GDP-level moat (which is frankly terrifying).