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  We haven't invested sufficiently in them for this too be plausible. They're incentives haven't been to get very ahead either.

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  Directionally correct, but it does require self hosted agentic models that can compete with the automation running on corporate side. This is not obvious. It will be a new equilibria; maybe just a few more hours of poorly done work by a handful of consumers is enough to break some monopolies. Or maybe everyone will be attached to OpenAI compute, and we've just gained a new middleman for most interactions.