> Ummm is that plateauing with us in the room?

Well, the capabilities have already plateaued as far as I can tell :-/

Over the next few yeas we can probably wring out some performance improvements, maybe some efficiency improvements.

A lot of the current AI users right now are businesses trying to on-sell AI (code reviewers/code generators, recipe apps, assistant apps, etc), and there's way too many of them in the supply/demand ratio, so you can expect maybe 90% of these companies to disappear in the next few years, taking the demand for capacity with them.