Despite acknowledging possible over-optimism, the speaker believes leading AI models are far from reaching a ceiling on the economic value they can capture.

“And you know, if you can't tell, I'm a hyper-optimistic person- ... and so may- maybe I'm just drinking the Kool-Aid too much. Uh, but I, I do think we're nowhere close to hitting a limit of the dollar kind of like economic value that leading models can capture.”