It is big. Very big. The Market Ear. But it can get bigger! Or not…
A period of sorting and cleansing is underway
For a time, the dominant narrative suggested that AGI was only two or three years away — that “magic AI” would emerge and rapidly take off into superintelligence. As discussed on the latest All-In podcast, the GPT-5’s release, which fell short of those lofty expectations, has tempered that view. What we see instead is that progress is more incremental than revolutionary. It takes significant prompting, validation, and human oversight to generate consistent value. As the development of the tech will be more “normal”, we can apply a more normal logic to it. Some narratives of massive hype are overdone. A period of sorting and cleansing is underway. On that theme, here are some important “gap” charts as it relates to AI.
