> Essentially the messaging it "Foot down, there's a straight highway ahead don't divert".

Feels like this is leaving major breakthroughs on the table for the competition. Sure, transformers might get us much farther. But if someone figures out an approach that unlocks a performance boost or better resolution then they are going to kill the competition.

Feels like the American industry is high on all the capitol being shoveled into the furnace without caring how efficient the furnace is. At some point someone is going to make a breakthrough and burst that bubble. This could crater the value as we are currently betting on the low power efficiency of the models as the barrier of entry and point of profit. Of course that would lead to cheaper AI but is that profitable vs local models once (or if) it becomes affordable to do so?