Part II: The report card theory of giant companies: how every school subject and survival need gets its LLM moment, who gets paid when it does, and what the order means for healthcare through 2046

The inventor of the transistor didn’t collect most of the value it created. The inventor of the transformer didn’t either. The money went to whoever owned the scarce thing next door once the primitive got cheap.

This is the report card theory: the biggest companies get built when a basic building block of human life (a school subject or a survival need) …