Capture / layer 3
Training input
Human data, RL environments, post-training platforms, synthetic data, licensing, evals. Dependency tier 2.
Indicators
emergingleading40/95 confidence, limited or vague
2028 yearas of 2024-06-06
emergingleading45/95 confidence, limited or vague
3.00 rungas of 2026-05-27(2 obs)
emergingleading35/95 confidence, limited or vague
24as of 2026-07-15
faster than normalleading70/95 confidence, good evidence, some ambiguity
$2.0Bas of 2026-06-30
Sub-layers
Crosswalk to the diffusion lens
- Return arrow (return arrow) — Expert data, RL environments and continual-learning infra are the deployment→invention channel; lab recoupment ⇄ capex-to-revenue.