Well, because nothing in the transformer architecture supports such learning ability. All AI researchers and most serious AI users are aware of this, so I'm not sure I understand the question.
> And if you have a compelling thesis, why hasn't this spread to the investing community?
The investing community believes that they can make money. That's feels pretty much orthogonal to whether the metaphorical intern can learn, and much more related to whether clients can be made to buy the product, one way or another.
They mean it doesn't learn from experience/mistakes after spending time on your codebase. There are workarounds like documenting in CLAUDE.md/CODEX.md/.roorules which dump it back into the active context but are hit and miss in my experience. It's definitely better than nothing but Claude still routinely ignores important directives whenever it's in the right mood.
And if you have a compelling thesis, why hasn't this spread to the investing community?