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I was convinced they were going to go the openclaw or something similar route..pivoting into cybersec/enterprise makes sense if they are trying to copy anthropic, but it doesn't really telegraph any sort of differentiator

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its telegraphing that they have no vision

This is the key. These frontier model companies are funneling all of their time and resources into scaling, how could they possibly be researching the next phase of AI? Once scaling hits the limit the money is gonna dry up.

AGI is not gonna come from these companies

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