It is entirely possible that LLMs end up serving some useful purpose, but don't end up being great businesses. I can think of a million different software serv

It is entirely possible that LLMs end up serving some useful purpose, but don't end up being great businesses. I can think of a million different software services that have some value to users, but don't have some multi-trillion dollar revenue stream flowing from them. There is an idea that these LLM companies are going to be able to insert their agents into the labour market and capture some percentage of the savings that firms realize from laying off their human workforce. Given the competitive environment, it is far more likely that these LLMs become an undifferentiated commodity good, and their value to the economy gets captured elsewhere. Currently the only value being captured is at the infrastructure level, and that is all predicated on a series of assumptions around software business models that have not materialized yet.