I mostly agree, but at the same time I wouldn't blindly ignore the "it's China" angle at all. These are models you cannot open up and do a thorough audit of. I do think local compute will eventually be good enough that most people will just use local models. Microsoft might be the ultimate winner of that if they can stop ruining Windows and focus on making an OS similar to how straightforward and simple macOS is, no ads literally everywhere for Microsoft Office. Just make a good OS Microsoft, is that so much to ask? You HAD a really solid OS and you ruined it.