OpenAI is doing SearchGPT, advanced Voice Mode, and a very affordable “GPT-4o Mini” - fairly great potential products.

But CapEx of Meta, Microsoft and others is going to hit a wall eventually with all the promises, due to a lack of revenue generated.

On Microsoft’s earnings call the CFO made a lot of amusing statements. CFO Amy Hood pointed out that a lot of Microsoft's AI spending will be monetized "over 15 years and beyond."

Curiously an OpenAI board member said AGI might be in 5 to 15 years, a lot longer than OpenAI had initially claimed.