Yeah, chips are more of a perishable good than any kind of durable infrastructure, and at the end of the day, the models themselves have no durable value because information is never truly scarce, regardless of how they try to make us pretend it is or poison the well with lies. There’s no magic solution to making LLMs actual AGI or even effective tools outside of their narrow scope. Not only that, the way they’re using it is extremely reckless, deeply inefficient, and supremely cost intensive, on a level that makes the Manhattan Project look wholesome. There isn’t going to be a “last man standing” to win, it’s just going to go up like flash powder and take everyone in the dogpile with it.