AI is much bigger than most people realize. We currently have multiple $1+ trillion companies switching spots as the "best" AI model on a monthly basis. OpenAI just went from "falling behind" in the AI race to reaching Artificial General Intelligence (AGI) in a matter of weeks. Meanwhile, frontier models from OpenAI, Anthropic, Google, and xAI continue to leapfrog one another across major benchmarks and capability categories. When you have multi-trillion dollar companies losing and regaining the lead on a monthly basis, that's not normal. That's indicative of a historic technological revolution, with hundreds of billions of dollars in annual CapEx spending and trillions of dollars in AI infrastructure investment planned over the coming years. We are in the midst of a generational shift in technology. Take advantage of it.(The Kobeissi Letter)