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Maybe, but aren't LLM companies burning cash? The efficiency gains I see from LLMs typically come from agents which perform circular prompts on themselves until they reach some desired outcome (or give up until a human can prod them along).

It seems like we'll need to generate a lot more power to support these efficiency gains at scale, and unless that is coming from renewables (and even if it is) that cost may outweigh the gains for a long time.

They’re burning cash at a high rate because of the grand potential, and they are of course keeping some things behind closed doors.

I also respect the operative analysis, but the strategical, long-term thinking, is that this will come and it will only speed up everything else.

The grand potential of short sighted profits with no concern for society nor other humans, yes.

I would say anyone who sees that happening is in denial, because all the proof out there points in the opposite direction.

There are also no indications that it's coming. Anyone who assumes so is delusional.