I tentatively agree that LLMs have reached somewhat of a ceiling at this stage and diversifying would make sense at this stage, in any other industry. But as others pointed out, OAI and others have attached their valuation directly to their definition of achieving “AGI”. Any pivot from that, if it were realistic in the coming years (my opinion: it isn’t), would be foolhardy and go against investors, so in turn, this is clearly admitting that even sama doesn’t see AGI as possible in the near term.