Also models baked into the silicon are able to achieve efficiency that is simply impossible to achieve with programmable circuits, there is a general slowdown in the raw capabilities that transformers can achieve and agentic tool use is simply an amplifier that will reach a wall eventually. It wouldn't surprise me if we saw within 5 to 10 years accelerator cards that you're able to purchase and plug into via usb-c that are able to achieve thousands of tok/s as well as api costs going down to what we already see with subscriptions today.

There has been quite a lot of off-ramping going on where people feel satisfied with the performance they're getting out of the models and simply staying there instead of using SOTA.