"Whether Sora lasts or not, however, is somewhat beside the point. What catches my attention most is that OpenAI released this app in the first place. It wasn’t that long ago that Sam Altman was still comparing the release of GPT-5 to the testing of the first atomic bomb , and many commentators took Dario Amodei at his word when he proclaimed 50% of white collar jobs might soon be automated by LLM-based tools." That'…
What signals have you seen that point to investment being predicated around AGI? Boosting Nvidia stock prices could also be explained by an expectation of increased inference usage by office workers which increases demands for GPUs and justifies datacenter buildouts. That's a much more "sober" outlook than AGI. In fact a fun thing to think about is what signals we could observe in markets that specifically call out A…
AI is already integrated into every single Google search, as well as Slack, Notion, Teams, Microsoft Office, Google Docs, Zoom, Google Meet, Figma, Hubspot, Zendesk, Freshdesk, Intercom, Basecamp, Evernote, Dropbox, Salesforce, Canva, Photoshop, Airtable, Gmail, LinkedIn, Shopify, Asana, Trello, Monday.com, ClickUp, Miro, Confluence, Jira, GitHub, Linear, Docusign, Workday
.....so where is this 100X increase in inference demand going to come from?
Oh and the ChatGPT consumer app is seeing slowing growth: https://techcrunch.com/2025/10/17/chatgpts-mobile-app-is-see...