I think the LLM providers are selling the ability to create a mirage.

LLMs are a tool for marketers or state departments who want to be create FUD on a moment's notice.

The obvious truth is that LLMs basically suck for writing code.

The real marketing scheme is the ability to silence and stifle that obvious truth.

To me LLMs are an experiment toward replication of what humans can do. However, they fall short on many dimensions that its just not going to pan out from what I see.

The real danger is the future investment needed to explore other architectures beyond LLMs. Will private firms be able to get the investment? Will public firms be granted the permission to do another round of large capex by investors? As time goes on, Apple's conservative approach means they will be the only firm trusted with its cash balance. They are very nicely seated despite all the furore they've had to endure.