that $0 is meant to go on the side of the value add that justifies the sort of funding we are seeing?

I didn't mean to patronize, sometimes self evidence isn't trivial to notice.

The funding is in anticipation of AI becoming so good that mistakes are only seen in the most complex output. In consumer applications, it's hard not to see that happening, given the exponential improvements of the past year. Whoever gets there first can capture the market.