So new business model meta is: acquire enough compute that you can burn millions of dollars on patentable scientific breakthroughs with unused capacity and on models nobody else has yet. That might actually kind of make sense.
If you had a Genie, would you only use it to make more slightly less capable genies?
This has always been the end game
Same meta as many businesses for hundreds of years: use capital investment to hire labor, use labor to produce goods (including breakthroughs), sell goods and leverage patents. How many patents do IBM/etc have?