I just find it strange how multiple people throw completely different arguments just to land on same conclusion.

Your argument seems to mix a few arguments like: OpenAI has so much demand and it has made so much compute that it is a bad thing (?!). It can't go on (why?) hence the capabilities are stalling (how?).

Then you also say that it is too competitive which is a totally different argument to compute.

So in this thread we have multiple vectors of arguments like

- high competition

- high demand for compute (not sure how this hurts OpenAI but whatever)

- capability has stalled

I never mentioned capability stalling, my point is that if you extrapolate the same rate of growth just a few years into the future, you quickly reach logistical impracticality, I don't think It's hard to deduce that AI compute can't keep doubling every 6 months for long.

The other part is that this is happening because the foundational model business is both extremely successful and competitive, if it wasn't as successful the market demand would've been saturated by now, and if it wasn't as competitive a single monopoly could've paced things more reasonably from the beginning.