"The incredible spending by companies such as OpenAI, Google, and xAI has created a lopsided ecosystem that's bottom heavy and top light. Excellent LLMs with high inference costs have made it unaffordable to proliferate killer apps."
"In 2025, a new approach will emerge that can change all that, returning to what we've learned from previous technology revolutions, where Moore's law improved PCs and apps, lower bandwidth cost improved mobile phones and apps year after year."
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