Comment by bg24

Is it possible that you are narrowly sizing the opportunity? While PMF does not always mean that early pioneers will be the leaders, I think the market itself goes beyond knowledge workers and developers. Agents, robots, drones etc will all use LLM or some world model.

I am rather more concerned about competition from CHINA. With how Huawei (2000 -> 2020) crushed every other telecom company and went from nobody to the most revered leader in 20 years, and with the depth of leadership in manufacturing and work culture, if China surpasses USA in AI, all US companies lose.