Haven't people been saying that for the last decade? I mean, eventually they will be right, maybe "about" means next year, or maybe a decade later? They just have to stop making huge improvements for a few years and the investment will dry up.
I really wasn't interested in computer hardware anymore (they are fast enough!) until I discovered the world of running LLMs and other AI locally. Now I actually care about computer hardware again. It is weird, I wouldn't have even opened this HN thread a year ago.