Great post, spot on. There’s an actual historical precedent for this in AI. Waaay back in 1990, HNC was a tiny San Diego neural network software tools company. Yes, AI didn’t pop out of nowhere in 2022, it’s been around since the 1950s really. It’s just that hardware didn’t get powerful enough to interact with us in English until recently. But I digress. HNC realized that actually making an application using their AI was going to be far more profitable than pushing on a string trying to get clueless industry to use their advanced (for the time) AI. So they made a credit card fraud detection product using their primitive neural network tech of the time, and it worked great propelling the company/product into thousands of banks and credit card processors. Frontier AI companies have to make that same transition because whoever does it first will reap far more $ than the others. The play as an investor is to invest in the economy. Ie. The S&P 500 unless you do a lot of research to figure out the details.