all-in on AI infra. figuring out is an interim issue as the technology is moving fast while it is still early in capabilities of the models. But, bubble can only burst of the model providers can't figure out how they can make money. but seems like with agents workforce, shopping, ads, adult content stuff that OAI is going after, they seem to be after making money. I can see 20k yearly subscriptions coming soon for enterprises once this tech is reliable enough than a 200k employee or at least pair up with a 400k employee with 5, 20k agents to do 6x work than spending 400k+200k*5.