While true, I'd argue that's worse for current progress: the overall trend has been to throw mammoth amounts of electricity at the problem via compute. In so much as something like DeepSeek proves there's gains to be made, the current growth in resource usage would speak against declaring it proves improvement soon.

Like plug that issue into known hardware limitations due to physical limits (i.e. we're already up against the wall re: feature sizes) and I'm even more skeptical.

If we were looking at a buy down in training resources which was accelerating, then I'd be a lot more interested.