As a technical user of AI, I think there is certainly value in the capabilities of the current IDE/agentic systems, and as a builder of AI systems professionally I think there is enterprise value as well, although realizing that value in a meaningful way is an ongoing challenge/work in progress. There is also clearly a problem with AI slop, both in codebases and in other professional deliverables. Having said that, what’s more interesting to me is whether we have seen AI produce novel and valuable outputs independently. Altman asserts that 10GW could possibly “cure cancer”, but frankly I’d like to see any discrete examples of AI advancing frontier knowledge areas and moving the needle in small but measurable ways that stand up to peer review. Before we can cure cancer or have world peace through massive consumption of power and spend I’d like to see a meaningful counterpoint to the argument that AI as a derivative technology from all human knowledge is incapable of extending beyond the current limits of human knowledge. Intuitively I think AI should be capable of novel scientific advancement, but I feel like we’re short on examples.