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.

Then you should be able to easily give criticisms.

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