> Yeah, they could easily just share the untold trillions of tokens the 10k agents generated over 88 hours, which would also be a goldmine for their competitors, no big deal.

I hope I'm not being too blunt, but the other alternative is to "just trust me bro" the hyperscalers, who are pretty much locked into a battle for profitability and have all the incentives to make up things to prop up their stock, no? I don't think this is the way.