Two, maybe three companies, have a legitimate TAM of all current white collar knowledge work, all yet-to-be-invented intellectual disciplines, and all future scientific and technological breakthroughs, with physical labor via robots as a possible upside. And people are like, "they're not profitable yet" and "it's a race to IPO."
This is crazy. People are gambling away their salaries on Polymarket and sports betting sites, and you don't think they'll try to get a piece of this future value, however they can get it? Even if it were winner take all, which it's not, there would be no worse than 33% odds of picking the right winner, yielding spectacular expected value, enough to bet on all of them and still come out ahead if all but one fail.