There is a psychology paper waiting to be written about humans perceiving intellect as the ability to communicate knowledge convincingly and thus being amazed by LLMs. I’m by no means immune to it

I would posit that:

    impact = charisma * funding

so .1 charisma score of some faceless tech exec * 1B in VC funding goes alot more than 2.0 charisma score * 50k of grasroots funding..

It's really not. Google has 7 billion in cash. Every one of the big 5 could spend a couple billion to win a market. They can't. They are incapable of risking losing billions on an idea. They're not startups anymore.

I made a peer comment about google vs Tesla self driving cars that captures the essence. The point is, Google won't sacrifice ad sales to win at tablets. Apple won't sacrifice consumer electronics to win services. None of them are in a do or die situation that startups are in. The big five might see the problem, but they can't make the move. They're structurally incapable of taking the risk.