The usual "the models will improve a lot" narrative that I've seen in the majority of companies calling themselves an "AI company".

Could be true of course, fair bet to make.

Could also not be true, and I think as far as tech due diligence goes, an acquiring company or investor might want to play it safe.

But like I said, it's a fair bet to make - companies are essentially bets, and so are investments. As long as it's conscious and you like your odds, why not.