I say it because I don't think enough people are going to pay for LLM/GPT services for investors to get what they consider a sufficient return on their investment. I'm pretty sure no "pure AI" company is anywhere near a track to profitability as of yet, and there is only so long that VCs will be comfortable with that. (And while there might be AI "true believers" who don't much care about the profit horizon, ask OpenAI's board how that worked out for them last week.)