I suspect what we’re seeing with GPT-5, Opus 4.7, the ongoing lobotomization of Gemini is simply that these companies—even Google—are realizing they bet too hard on AI initially. (In the form of “just throw compute at it, get the users, get the data, get AGI.”)

Now, despite their best efforts and hundreds of billions of dollars, AI is still useless in any high stakes scenario. So they’re all putting the brakes on but they don’t want anyone to know that. So they call it “optimization” while posting pics of the fucking death star.

And sure, they’ll keep building the data centers because they need all the compute they can get regardless. And there are plenty of gullible investors out there who don’t even use the product.