My theory is that even if the models are frozen here, we'll still spend a decade building out all the tooling, connections, skills, etc and getting it into each industry. There's so much _around_ the models that we're still working on too.

Agree completely. It's already been like this for 1-2 years even. Things are finally starting to get baked in but its still early. For example, AI summaries of product reviews, gemini youtube video summaries, etc..

Its hard to quantify what sort of value those examples generate (youtube and amazon were already massively popular). Personally I find it very useful, but it's still hard to quantify. It's not exactly automating a whole class of jobs, although there are several youtube transcription services that this may make obsoete.