> a TAM that consists almost solely of developers

That’s the wrong assumption. These models are good at office docs too.

> That’s the wrong assumption. These models are good at office docs too.

The cheap models handle that very well. The SOTA models still only have target TAM of developers only.

You only need SOTA for development. The $1t investment is in SOTA companies.

But you can do office docs work with way cheaper models

They're passable at those. And still no moat.

I have yet to see a model that can make a consistent and repeatable powerpoint deck that doesn’t need considerable manual revision

Find me someone who is putting raw text in and getting out a usable weekly staff meeting deck that doesn’t require massive revisions