One difference with food delivery/ride share: those can only have costs reduced so far. You can only pick up groceries and drive from A to B so quickly. And you

One difference with food delivery/ride share: those can only have costs reduced so far. You can only pick up groceries and drive from A to B so quickly. And you can only push the wages down so far before you lose your gig workers. Whereas with these models we’ve consistently seen that a model inference that cost $1 several months ago can now be done with much less than $1 today. We don’t have any principled understanding of “we will never be able to make these models more efficient than X”, for any value of X that is in sight. Could the anticipated efficiencies fail to materialize? It’s possible but I personally wouldn’t put money on it.