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@pmonks @mattly @janl May I submit a slightly different take on the "AI" bit?

It's that the investment class read one surprising paper and suddenly realized they've been sleeping on a field that is *already mined for explosive growth opportunities.* Chatbots are not new and not substantially improved by LLMs. Diffusion models are just a different take on already existent technologies (although they can be pushed incrementally further). They *missed the boat* and are having a fomo fit.