David Blundin

Peter Diamandis × David Blundin × Salim Ismail × Alexander Wissner-Gross

AI may not be a bubble even if many investments fail: OpenAI reportedly generates $1 billion monthly revenue, with token growth around 50% week-over-week and reasoning usage up 8x.Within 6–12 months, local frontier-grade models could make latency the robotics edge, but enterprise execution remains unresolved after an MIT study found 95% of pilots produced no financial return.

Peter Diamandis × Kevin Weil × David Blundin

GPT-5 combines frontier reasoning, coding, tool use, and agentic execution at less than half the prior price, while OpenAI still cannot predict all emergent capabilities before release.Compute remains the binding constraint, with every new GPU immediately allocated and Stargate planned above $500 billion, making capacity and deployment the key catalysts.OpenAI is moving expensive capabilities toward free access while reserving intensive work for paid tiers, but AGI remains a rising capability gradient rather than a defined threshold.

Peter Diamandis × Bernt Bornich × David Blundin

1X is positioning the home—not factories—as the fastest path to consumer scale and embodied intelligence, with EVE learning plateauing after roughly 20–40 hours on repetitive tasks while household diversity has not yet shown a ceiling.NEO Gamma’s 66-pound, low-complexity design, a floated $30,000 purchase price or $300 monthly lease, and a planned end-2026 annual run rate above 20,000 units point toward consumer deployment, while privacy, safety, permitting, power, and supply-chain constraints remain pivotal.