This is changing the narative. Nobody really cares about tulips and some dumb throwaway comparison. Unless LLMs are worth an awful lot the math here does not make sense. That is both debatable and important.

Since I brought up the tulips: People do care about Tulips. They do have value. So do LLMs. How many people will remain willing to pay for them, and how much, is what we call speculation.

No it isn't changing the narrative. Tulip bulbs were a huge bubble based on speculation, completely. No one ever used a tulip to create a piece of software, or anything else. Their economic value was precisely 0. The whole thing was based on a bubble. LLM's may be IN a bubble, but they aren't tulips.