The problem is I don’t think computing is going back to the mainframe era you know where all the computing is done remotely and the only thing you have in front of you is a terminal that is the AI slop maker’s dream, the computing power on the desktop/laptop/tablet/phone is getting better and the models are getting smaller and quicker.

There is no moat. In the end, what we are calling AI today will just be something that is incorporated into an existing programs that people will use to help them accomplish a task. The public will not be paying more for it. It will just be a commodity added to the existing ecosystems we have today. They