My point is that when the consumer application became apparent we already had the required concepts to build the technology on top of. In mathematics it still hasn’t happened that an LLM system has invented a conceptual framework. In most if not of the major AI announcements they’ve worked within known frameworks and assembled ideas across frameworks.
Moreover, it’s not clear that if (and when as I believe) they do, creating technologies with no human understanding of the framework is possible or desirable.
Do we know that AI can't invent a conceptual framework?
If we give it a real problem to solve, it may just have to invent a new form of math to solve.