The ROI curve may be getting pushed further out
danfei_xu · x · 2026-07-20
The author argues that attempts to improve ROI through post-training methods such as RL and DAgger keep appearing at different points along the curve, and that specialization still has value.
But they worry that the current wave of investment is pushing the ROI curve further into the future. The hope is that meaningful returns arrive before the current bubble bursts. The attached chart visualizes a rising curve, a horizontal ROI line, and a “VC patience limit.”
Related event: AI Investment Boom Sparks ROI Concerns and Calls for Basic Research(2 posts)→
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