[ben_w]

> Question for the group here: do we honestly feel like we've exhausted the options for delivering value on top of the current generation of LLMs?

IMO we've not even exhausted the options for spreadsheets, let alone LLMs.

And the reason I'm thinking of spreadsheets is that they, like LLMs, are very hard to win big on even despite the value they bring. Not "no moat" (that gets parroted stochastically in threads like these), but the moat is elsewhere.