[darawk]

Yep, I totally agree, as a median forecast. But the future is always uncertain, and it is possible the things we're seeing now will hit some sort of wall, where only large companies will be able to build highly general models and everyone else will be left licensing from them. I think that's unlikely, but I just wanted to enumerate it as a possibility. And when you're constructing portfolios for long time scales, you want to think about all the likely paths things might take and try to roughly assign a weight to them and construct your portfolio accordingly.