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.