Agreed,

I believe AI is here to stay as general concept turned into practically working implementation.

What that practicality means is we all who consume AI are learning but we're still in the early adopters phase of all that.

Of course AI companies invest a lot and try to stay on top of the traction but I also believe not all of them will survive test of time.

I personally believe that a lot of over investment in data centers and supply of energy will be burnt and will have to be reinvested somewhere else when technology advances enough to "miniaturize" AI enough so it won't require couple of football fields to provide what it does today.

I do believe cloud based AI will be always attractive to small business if price is right and to big enterprises so they don't need to invest inhouse for the scale they need, but that will be sort of alliance based enterprise B2B market.

anything between (including me for the scale I represent business wise), I can't wait until I will be able to buy appliance from 12 to 48U maximum that can do all what me and my company needs AI wise as local AI.

moment subscriptions become equally expensive as pay as you go models, I switch to mac studios with 96GB and reasonable weighted models that will be specialized in something instead of one LLM/AI to prompt everything to it and hoping it can address all sort of problems as one solution.

AI one day must fly to space, be called Mother and discover aliens. it can't be 6 football fields as physics won't let it take off. It must be one day small enough so we all can have ChatGPT 6.1 medium model at home without subscription, just as fixed price with TCO over lifecycle of the whole appliance (software + hardware together)

that may become a drama to many companies that apparently may not be worth trillions unless they diversify enough its AI offering.