$122B in "committed capital" (read: pinky promises) for a company whose entire thesis is "scaling laws hold forever and nobody figures out efficiency." DeepSeek and Google already proved that's shaky. Twice.

I ship code every day. I use Claude, I use GPT, I run llama locally. The gap between frontier models and what fits on a 4090 shrinks every six months. Building a "super app" in response isn't vision — it's panic. You don't consolidate into an everything-app when you're winning. You do it when your core product is commoditizing and you need to lock people in before they notice.

Also love the electricity comparison. Electricity doesn't hallucinate, doesn't need $300B in cumulative funding to turn on the lights, and never told me a function exists that doesn't.

Hope it works out. Competition is good. But "flywheel" is just VC for "trust me bro."