The question is, can SV extract several trillion dollars out of the global economy over the next few years with the help of LLMs and GPUs? And the follow-up question: will LLMs help grow the global economy by this amount - because if not, then extracting the money will lead to problems in other parts of the world. And last not least, will LLMs -given enough money to train them on ever bigger data sets- magically turn into AGI?

IMHO for now LLMs are just clever text generators with excellent natural language comprehension. Certainly a change of many paradigms in SWE. Is it also a $10T extra for the valley?