[JumpCrisscross]

> Pursuing ancillary revenue can still be a moonshot. Look at SpaceX. Musk has specially said his goal is Mars

SpaceX is profitable. Mars isn't "the only way" SpaceX's investors "get a return on their capital."

> I'm talking about foundation model companies (namely OpenAI, Anthropic, Amazon, Google, etc.)

I am, too. (The private ones, at least.)

> You'd have to show that if you want to get funded at all

Doesn't this undermine the argument that "the people investing in AI companies" expect "the only way they get a return on their capital" is if their horse invents AGI?