Executive Summary
While the market obsesses over which foundation model will win, OpenAI's Head of Platform Engineering just revealed the real structural shift: the death of the 'one model to rule them all' thesis. Sherwin Wu's insider perspective exposes a counter-narrative that creates massive infrastructure alpha. The proliferation of specialized models—from Codex to fine-tuned vertical solutions—isn't a bug, it's the feature that transforms AI from a commodity into a differentiated platform business. This cre...
Key Investment Opportunity
The 3D Infrastructure Bottleneck Play
Wu's revelation about model specialization creates massive demand for 3D development infrastructure. As models specialize for spatial computing, gaming AI, industrial simulation, and robotics training, Unity becomes the critical bottleneck. The company's positive free cash flow generation ($391M TTM...
...and 1 more investment opportunities
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