I'm not sure monetization of AI in the typical way is even the goal. Instead, I see the killer use case as having it replace human workers on all sorts of task

I'm not sure monetization of AI in the typical way is even the goal. Instead, I see the killer use case as having it replace human workers on all sorts of tasks, and eventually even fill roles humans cannot even do today. And within about 10 years, that will even include most physical tasks. Development in robotics looks like it's really gaining speed now. For instance, take Musk's companies. At some point, robotaxi will certainly become viable, and not constrained the way waymo is. Musk may also be right about Tesla moving from cars to humanoid robots, with estimates of 100s of millions to billions produced. If robotic maid become viable, industrial robots will certainly become even much more versatile than today. Then there is the white collar parts of these industries. Anything from writing the software, optimizing factory layouts, setting up production lines, sales, distribution may be done by robots. My guess is that it will take no longer than about 20 years until virtually all jobs at Tesla, SpaceX, X and Neuralink is performed by AI and robots. The main AI the Musk Empire builds for this may in fact be their greatest moat, and the details of it may be their most tightly guarded secret. It may be way too precious to be provided to competitors as something they can rent. Likewise, take a company like Nvidia. They're building their own AI's for a reason. I suspect they're aiming at creating the best AI available for improving GPU design. If they can use ASI to accelerate the next generation of compute hardware, they may have reached one type of recursive self-improvement. Given their profit margins, they can keep half their GPU's for internal use to do so, and only sell the rest to make it appear like there is a semblance of competition. Why would they want to try to monetize an AI like that to enable the competition to catch up? I think the tech sector is in the middle of a 90 degree turn. Tech used for marketing will become legacy the way the car and airplane industries went from 1970 to 2010.