These are AI companies selling AI to executives, there's no need to square the circle, the people that they are talking to have no interest in what's happening in a repo, it's about convincing people to buy in early so they can start making money off their massive investments.
Oh, we absolutely should, but I'm saying that the reason the messaging is so discordant when compared with the capabilities is that the messaging isn't aimed at the people who are able to evaluate the capabilities.
