OpenAI could very well be to this AI boom what Netscape was to the dotcom bubble. Even post dotcom crash, a lot of lasting value remained—and I believe the same will happen this time too.
The lasting value of OpenAI and all of the other frontier labs and hardware makers supporting them will be what? What have they collectively built that will outlive their doomed corporations for decades providing trillions of dollars in new economic activity?
Are all those GPU warehouses going to bolster the economy by a trillion or two every year when these AI companies are all gone? Will those ancient LLMs be adding trillions to the economy?
I'm just not seeing it.