There are some transferable assets but the challenge is the commoditization of everything that means others have easy access to “good enough” assets to build upon. There’s very little moat to build in this business and that’s making all the money dumped into it looking a bit froth and ready to implode.
GPT-5 is a bellwether there. OpenAI had a huge head start and basically access to whatever money and resources they needed and after a ton of hype released a pile of underwhelming meh. With the pace of advances slowing rapidly the pressure will be on to make money from what’s there now (which is well short of what the hype had promised).
In the language of Gartner’s hype curve, we’re about to rapidly fall into the “trough of disillusionment.”
GPT-5 is a bellwether there. OpenAI had a huge head start and basically access to whatever money and resources they needed and after a ton of hype released a pile of underwhelming meh. With the pace of advances slowing rapidly the pressure will be on to make money from what’s there now (which is well short of what the hype had promised).
In the language of Gartner’s hype curve, we’re about to rapidly fall into the “trough of disillusionment.”