I guess all predictions age like milk, but here's one:

There's a law of diminishing returns at play here, and doubling the energy cost of training to wring 2% more performance out of the technology isn't going to be very useful, because most of the problems it is capable of solving will be solvable with the previous-gen 98%-as-good model.

("there's a law of diminishing returns at play here" is an article of faith. But then, so is the belief that these models will keep getting better).

As soon as you can demonstrate decent financial returns (ie. the AI can run a company better than humans can), suddenly it makes sense to put a lot more $$$ in even if returns are diminishing - since whoever runs companies the best gets control of a big chunk of the world economy.