I think it's more that it shifts the thought process from "If this is going to take 30 years then we won't bother, because the investment can be spent on things that pay off sooner" to "If we can do this in 3 years then we'll make that investment because that's a good bet."

The way it changes the game is by lowering the cost of making radical bets so we end up trying more moonshots.

Do you have examples of such moonshots? Ideally not themselves AI related