I think their hope is that they’ll have the “brand name” and expertise to have a good head start when real inference hardware comes out. It does seem very strange, though, to have all these massive infrastructure investment on what is ultimately going to be useless prototyping hardware.

Tools like openclaw start making the models a commodity.

I need some smarts to route my question to the correct model. I wont care which that is. Selling commodities is notorious for slow and steady growth.