Only Oracle went into debt to fund this expansion, and may well die. The rest of the cloud oriented mag7 used cash, can afford to write it off, and will continue being monopolies unimpeded.

'Potentially' but we are nowhere close to this. Hyperscalers print a _lot_ of money they can afford to lose. Even Nvidia wouldn't be in too much trouble yet. (The pure LLM companies are already toast, IMHO).

I don't see a world where there is such a catastrophic failure, unless someone comes up with a significantly more efficient architecture.

We're barely scratching the surface of the utility of LLMs with today's models. They aren't more pervasive because of their costs today, but what happens if they drop another order of magnitude with the current capabilities?

Oh no not the Cloud!