"Breakthroughs" get commoditized. When something new becomes pervasive, people will refuse to pay anything but zero. "But everyone has it."

So, like Apple's "Google is the preferred search site", which is the first thing I undo, any "serious" will be spent by companies providing real products and services and paying some other company to provide them. Give or take some companies, or government agencies, ahem, with internal uses.

Like auto companies paying Tesla for carbon credits.[0]

[0] Tesla's Carbon Credit Revenue Soars to $2.76 Billion (Jan 2025)

https://carboncredits.com/teslas-carbon-credit-revenue-soars...

My opinion.

GPT-5 being just an exponential has led to a surprising amount of blowback from the media and perma-bears.

We're in exponential progress linear vibes territory

Because a couple days of selling like we've seen multiple times now from Aprils lows?

Please