Comment by georgemcbay

> It's going to be the shareholders of the first companies to crack AGI, and make human brains fully irrelevant economically.

What makes you think if one or two AI labs can do this that the rest (including open model providers) won't be able to follow the same path a few weeks/months later?

Even if you believe in the "Singularity", and believe it is coming soon, I still don't see any reason to believe the Singularity will be... singular. There won't be one clear winner, the race doesn't get called as soon as the first person crosses the line.

None of the AI labs are showing any sign of pulling away to a monopoly or duopoly position, to the contrary the early large leads of OpenAI and Anthropic have all been evaporating.

AI has clear economic value. It still isn't clear at all how the providers of AI will capture that value in a moatless environment with the technology becoming rapidly commoditized.