It’s easy to get bearholed when you’re always reading other people’s opinions and their opinions are based on the price action of the day. A year ago it was nearly consensus that AI would never be better at coding than an engineer. At this stage improvements in coding models are priced in, so brainstorming what would unlock another leg of demand, ideally consumer. It feels like -infinite memory/context -hyper-natural language -ultra low latency -voice/video You want to see a story for AI…