I don't get the point of the author. At one point he's saying because the race to get bigger and better will never end, we'll need ever larger compute and more

I don't get the point of the author. At one point he's saying because the race to get bigger and better will never end, we'll need ever larger compute and more and more and more, so in the end, the companies will fail. I don't see it this way. In plumbing I could have chosen to use 4" pipe throughout my house. I chose 3". Heck, I could have purchased commercial pipe that's 12", or even 36". It would have changed a lot of the design of my foundation. Just because there is something much bigger and can handle a lot more poop, doesn't mean it's going to be useful for everyone.