> the dead-ended LLM tech that they can't seem to radically improve upon You are saying this just 2 days after OpenAI released Sora 2. I personally consider th

> the dead-ended LLM tech that they can't seem to radically improve upon You are saying this just 2 days after OpenAI released Sora 2. I personally consider that a truly radical improvement. Sure, it's not AGI, but it is something that will have a huge demand. If ChatGPT costs $10 per million tokens, you can only imagine how much you get charged for 10 minutes of high quality, high resolution, videos. It can be in the thousands of dollars, and lots of companies will be more than happy to fork that money. And by the way, this will require a lot of compute, and that's where those tens of gigawatts worth of datacenters will come in handy. That is a type of moat that very few will be able to overcome.