[ankit219]

answering the first question if i understand it correctly.

The missing piece is data obviously. With search and code, it's easier to get the data so you get such specialized products. What is likely to happen is: 1/ Many large companies work with some early design partners to develop solutions. They have the data + subject matter expertise, and the design partners bring in the skill. This way we see a new wave of RL agent startups grow. My guess is that this engagement would look different compared to a typical saas engagement. Some companies might do it inhouse, some wont because maintaining such systems is a task. 2/ These companies open source part of their dataset which can be consumed by oss devs to create better agents. This is more common in tech where a path to monopoly is to commoditize the immediately previous layer. Might play out elsewhere too, though I do not have a high degree of confidence here.