Your opinion also holds weight. In fact, I've been in your camp throughout, only having changed my mind in the last few weeks. I've seen legitimate instances of Anthropic costs surprising medium to large enterprises, so that's a demand shock. On the supply side, I've seen some very intense benchmarking going on at r/LocalLlama (the #1 community for opensource LLM tinkering IMO). It just feels like we're in a powder keg right now.