The AGI argument assumes there is a 0 -> 1 moment where the model suddenly becomes "AGI" and starts performing miraculous tasks, accompanied by recursive self-improvement. So far, our experience shows that we are getting incremental improvements over time from different companies.

These things are being commoditized, and we are still at the start of the curve when it comes to hardware, data centers, etc.

Arguing for an all-in civilization/country bet on AGI given this premise, is either foolish or a sign that you are selling "AGI"