Aye - this would form the counter-point to the revolutionary thesis. ChatGPT might be the LLM product, and everything else is small potatoes. This would still l

Aye - this would form the counter-point to the revolutionary thesis. ChatGPT might be the LLM product, and everything else is small potatoes. This would still leave a 30-100 billion dollar in revenue industry - but that’s about the size where the current combined Nvidia/MSFT/Openai valuation has no room to grow.