I disagree with the author based on timelines and VC behaviour. There is sufficient time to create a product and raise massive capital before the next massive breakthrough hands the value back to OpenAI/Google/Anthropic/MS. Secondly the execution of a solution in a vertical is sufficiently differentiating that even if the underlying problem could be solved by a next gen model there's very little reason to believe it will be. Big Cos don't have the interest to attack niches while there are billion user markets to go after. So don't build "photo share with AI", build "plant fungus photo share for farmers".