If we fast forward say 5 years, I don't see how we don't end up in world where people (and enterprises) are more savvy with how they use LLMs. Meaning, more models, smaller models, weirder models, more specialized models, etc. And all of it running on a variety of hardware (edge devices, personal computers, on-demand cloud compute).

I don't see how NVIDIA can keep their spot as belle of the ball. If LLMs and friends are truly to become as useful and ubiquitous as everyone thinks they will, then commoditization is the only option.