Several pretty stunning things happened in September: GPT6 Computer Use became more polished, embodied intelligence driven by fruit fly neural connections, and a math problem that had stumped humanity for 90 years was solved by a large model. They all point to the same question — do large AI models have a boundary? If they do, the optimal strategy is to shift toward cultivating the skills and competencies that lie beyond the AI boundary; if they don't, the optimal strategy is to find every possible way to get involved on the compute side.