LLMs? No. LLM companies? Yes. It's just math, data centers, and mass copyright infringement. The only scarcity is Nvidia, who just passed Apple in market cap, somewhat proving your point but not in the way you meant it.
If you consider Nvidia an LLM company, and I do at this point given how heavily they've invested in frontier labs and where much of their revenue comes from, they alone are worth slightly more than Apple.
> It's just math, data centers, and mass copyright infringement.
Ok then iPhones are just metal, plastic, glass, and a delivery truck. You are just electric meat. This has to be one of the dumber comments I’ve read on here.